Kowal Investment Group’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
Q3 | $649K | Buy |
16,365
+1,021
| +7% | +$40.5K | 0.12% | 97 |
|
|
2024
Q2 | $610K | Buy |
15,344
+766
| +5% | +$30.5K | 0.12% | 92 |
|
|
2024
Q1 | $553K | Buy |
14,578
+2,548
| +21% | +$96.6K | 0.12% | 96 |
|
|
2023
Q4 | $405K | Sell |
12,030
-659
| -5% | -$22.2K | 0.09% | 100 |
|
|
2023
Q3 | $347K | Buy |
12,689
+387
| +3% | +$10.6K | 0.09% | 99 |
|
|
2023
Q2 | $353K | Buy |
12,302
+63
| +0.5% | +$1.81K | 0.09% | 105 |
|
|
2023
Q1 | $350K | Buy |
12,239
+2,353
| +24% | +$67.3K | 0.1% | 100 |
|
|
2022
Q4 | $327K | Sell |
9,886
-253
| -2% | -$8.38K | 0.1% | 109 |
|
|
2022
Q3 | $306K | Buy |
10,139
+2,971
| +41% | +$89.7K | 0.1% | 100 |
|
|
2022
Q2 | $223K | Buy |
+7,168
| New | +$223K | 0.07% | 129 |
|
|
2021
Q4 | – | Sell |
-1,829
| Closed | -$78K | – | 198 |
|
|
2021
Q3 | $78K | Buy |
+1,829
| New | +$78K | 0.02% | 184 |
|