Kelly Lawrence W & Associates’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
11,846
-1,300
| -10% | -$61.5K | 0.15% | 52 |
|
|
2025
Q1 | $549K | Hold |
13,146
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $578K | Hold |
13,146
| – | – | 0.13% | 54 |
|
|
2024
Q3 | $522K | Buy |
13,146
+3,982
| +43% | +$158K | 0.12% | 59 |
|
|
2024
Q2 | $364K | Buy |
9,164
+3,794
| +71% | +$151K | 0.08% | 65 |
|
|
2024
Q1 | $204K | Buy |
5,370
+5,182
| +2,756% | +$197K | 0.05% | 73 |
|
|
2023
Q4 | $6.33K | Buy |
+188
| New | +$6.33K | ﹤0.01% | 148 |
|
|
2022
Q4 | – | Sell |
-15,700
| Closed | -$474K | – | 166 |
|
|
2022
Q3 | $474K | Hold |
15,700
| – | – | 0.13% | 62 |
|
|
2022
Q2 | $489K | Buy |
+15,700
| New | +$489K | 0.13% | 59 |
|
|
2017
Q2 | – | Sell |
-22
| Closed | -$1K | – | 137 |
|
|
2017
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 158 |
|
|
2016
Q1 | – | Sell |
-769,385
| Closed | -$12.9M | – | 160 |
|
|
2015
Q4 | $12.9M | Buy |
769,385
+1,000
| +0.1% | +$16.8K | 2.93% | 15 |
|
|
2015
Q3 | $12M | Sell |
768,385
-7,200
| -0.9% | -$112K | 2.78% | 15 |
|
|
2015
Q2 | $13.2M | Buy |
775,585
+55,130
| +8% | +$938K | 2.63% | 13 |
|
|
2015
Q1 | $11.1M | Sell |
720,455
-5,450
| -0.8% | -$83.9K | 2.39% | 19 |
|
|
2014
Q4 | $13M | Buy |
+725,905
| New | +$13M | 2.71% | 17 |
|
|
2014
Q3 | – | Sell |
-1,340
| Closed | -$20K | – | 89 |
|
|
2014
Q2 | $20K | Sell |
1,340
-1,000
| -43% | -$14.9K | ﹤0.01% | 112 |
|
|
2014
Q1 | $40K | Buy |
2,340
+140
| +6% | +$2.39K | 0.01% | 102 |
|
|
2013
Q4 | $34K | Buy |
+2,200
| New | +$34K | 0.01% | 105 |
|