JSF Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,879
| Closed | -$223K | – | 111 |
|
|
2024
Q1 | $223K | Sell |
5,879
-593
| -9% | -$22.5K | 0.07% | 102 |
|
|
2023
Q4 | $218K | Buy |
+6,472
| New | +$218K | 0.08% | 98 |
|
|
2023
Q3 | – | Sell |
-7,548
| Closed | -$217K | – | 102 |
|
|
2023
Q2 | $217K | Sell |
7,548
-1,201
| -14% | -$34.5K | 0.08% | 97 |
|
|
2023
Q1 | $250K | Buy |
+8,749
| New | +$250K | 0.09% | 101 |
|
|
2022
Q2 | – | Sell |
-5,280
| Closed | -$218K | – | 102 |
|
|
2022
Q1 | $218K | Buy |
5,280
+246
| +5% | +$10.2K | 0.09% | 104 |
|
|
2021
Q4 | $224K | Sell |
5,034
-1,236
| -20% | -$55K | 0.11% | 99 |
|
|
2021
Q3 | $266K | Buy |
6,270
+1,399
| +29% | +$59.4K | 0.13% | 93 |
|
|
2021
Q2 | $201K | Buy |
+4,871
| New | +$201K | 0.12% | 99 |
|