Lake Street Advisors 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
Q4 | $2.7M | Buy |
61,324
+1,657
| +3% | +$72.8K | 0.12% | 107 |
|
|
2024
Q3 | $2.37M | Buy |
59,667
+1,663
| +3% | +$66K | 0.11% | 107 |
|
|
2024
Q2 | $2.31M | Sell |
58,004
-1,141
| -2% | -$45.4K | 0.11% | 118 |
|
|
2024
Q1 | $2.24M | Buy |
59,145
+2,620
| +5% | +$99.4K | 0.1% | 128 |
|
|
2023
Q4 | $1.9M | Buy |
56,525
+3,083
| +6% | +$104K | 0.1% | 142 |
|
|
2023
Q3 | $1.46M | Sell |
53,442
-311
| -0.6% | -$8.51K | 0.09% | 135 |
|
|
2023
Q2 | $1.54M | Sell |
53,753
-911
| -2% | -$26.1K | 0.09% | 143 |
|
|
2023
Q1 | $1.56M | Sell |
54,664
-2,934
| -5% | -$83.9K | 0.1% | 130 |
|
|
2022
Q4 | $1.91M | Buy |
57,598
+1,062
| +2% | +$35.2K | 0.13% | 109 |
|
|
2022
Q3 | $1.71M | Buy |
56,536
+2,157
| +4% | +$65.1K | 0.12% | 114 |
|
|
2022
Q2 | $1.69M | Sell |
54,379
-1,129
| -2% | -$35.2K | 0.12% | 112 |
|
|
2022
Q1 | $2.29M | Buy |
55,508
+1,719
| +3% | +$70.9K | 0.15% | 97 |
|
|
2021
Q4 | $2.39M | Buy |
53,789
+887
| +2% | +$39.5K | 0.15% | 96 |
|
|
2021
Q3 | $2.25M | Buy |
52,902
+12,075
| +30% | +$513K | 0.24% | 69 |
|
|
2021
Q2 | $1.72M | Buy |
40,827
+178
| +0.4% | +$7.5K | 0.13% | 77 |
|
|
2021
Q1 | $1.57M | Buy |
40,649
+1,430
| +4% | +$55.3K | 0.13% | 71 |
|
|
2020
Q4 | $1.19M | Sell |
39,219
-1,392
| -3% | -$42.2K | 0.1% | 89 |
|
|
2020
Q3 | $978K | Buy |
40,611
+787
| +2% | +$19K | 0.09% | 98 |
|
|
2020
Q2 | $946K | Buy |
39,824
+4,367
| +12% | +$104K | 0.1% | 85 |
|
|
2020
Q1 | $753K | Sell |
35,457
-6,225
| -15% | -$132K | 0.09% | 85 |
|
|
2019
Q4 | $1.47M | Buy |
41,682
+2,110
| +5% | +$74.3K | 0.14% | 56 |
|
|
2019
Q3 | $1.1M | Buy |
39,572
+914
| +2% | +$25.5K | 0.12% | 57 |
|
|
2019
Q2 | $1.12M | Buy |
38,658
+4,148
| +12% | +$120K | 0.12% | 58 |
|
|
2019
Q1 | $952K | Buy |
34,510
+117
| +0.3% | +$3.23K | 0.1% | 64 |
|
|
2018
Q4 | $847K | Buy |
34,393
+2,283
| +7% | +$56.2K | 0.1% | 61 |
|
|
2018
Q3 | $946K | Sell |
32,110
-12,860
| -29% | -$379K | 0.1% | 57 |
|
|
2018
Q2 | $1.27M | Sell |
44,970
-1,831
| -4% | -$51.6K | 0.13% | 60 |
|
|
2018
Q1 | $1.4M | Buy |
+46,801
| New | +$1.4M | 0.16% | 45 |
|