Kelman-Lazarov Inc’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,692
| Closed | -$293K | – | 93 |
|
|
2022
Q3 | $293K | Buy |
9,692
+2,650
| +38% | +$80.1K | 0.1% | 72 |
|
|
2022
Q2 | $219K | Sell |
7,042
-250
| -3% | -$7.78K | 0.07% | 80 |
|
|
2022
Q1 | $301K | Hold |
7,292
| – | – | 0.1% | 66 |
|
|
2021
Q4 | $324K | Hold |
7,292
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $310K | Hold |
7,292
| – | – | 0.11% | 64 |
|
|
2021
Q2 | $301K | Hold |
7,292
| – | – | 0.11% | 66 |
|
|
2021
Q1 | $282K | Hold |
7,292
| – | – | 0.1% | 70 |
|
|
2020
Q4 | $221K | Buy |
+7,292
| New | +$221K | 0.08% | 71 |
|
|
2020
Q1 | – | Sell |
-8,082
| Closed | -$285K | – | 77 |
|
|
2019
Q4 | $285K | Hold |
8,082
| – | – | 0.13% | 79 |
|
|
2019
Q3 | $236K | Buy |
+8,082
| New | +$236K | 0.12% | 87 |
|
|
2017
Q1 | – | Sell |
-553
| Closed | -$12.2K | – | 113 |
|
|
2016
Q4 | $12.2K | Sell |
553
-850
| -61% | -$18.8K | 0.01% | 247 |
|
|
2016
Q3 | $22.2K | Buy |
1,403
+2
| +0.1% | +$32 | 0.01% | 245 |
|
|
2016
Q2 | $18.4K | Sell |
1,401
-264
| -16% | -$3.46K | 0.01% | 242 |
|
|
2016
Q1 | $23K | Buy |
+1,665
| New | +$23K | 0.01% | 236 |
|