Lake Street Private Wealth’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 | $1.76M | Buy |
37,245
+1,038
| +3% | +$49.1K | 0.25% | 80 |
|
|
2025
Q1 | $1.51M | Sell |
36,207
-822
| -2% | -$34.3K | 0.25% | 87 |
|
|
2024
Q4 | $1.63M | Sell |
37,029
-3,213
| -8% | -$141K | 0.26% | 77 |
|
|
2024
Q3 | $1.6M | Sell |
40,242
-8,805
| -18% | -$349K | 0.26% | 89 |
|
|
2024
Q2 | $1.95M | Sell |
49,047
-950
| -2% | -$37.8K | 0.25% | 94 |
|
|
2024
Q1 | $1.9M | Buy |
49,997
+19
| +0% | +$720 | 0.26% | 92 |
|
|
2023
Q4 | $1.68M | Sell |
49,978
-3,984
| -7% | -$134K | 0.27% | 94 |
|
|
2023
Q3 | $1.49M | Sell |
53,962
-1,624
| -3% | -$44.8K | 0.27% | 101 |
|
|
2023
Q2 | $1.59M | Sell |
55,586
-267
| -0.5% | -$7.66K | 0.28% | 100 |
|
|
2023
Q1 | $1.6M | Buy |
55,853
+1,529
| +3% | +$43.7K | 0.3% | 96 |
|
|
2022
Q4 | $1.8M | Buy |
54,324
+226
| +0.4% | +$7.49K | 0.37% | 82 |
|
|
2022
Q3 | $1.63M | Sell |
54,098
-5,374
| -9% | -$162K | 0.38% | 79 |
|
|
2022
Q2 | $1.85M | Sell |
59,472
-2,386
| -4% | -$74.3K | 0.39% | 74 |
|
|
2022
Q1 | $2.55M | Buy |
61,858
+3,892
| +7% | +$160K | 0.46% | 63 |
|
|
2021
Q4 | $2.58M | Buy |
57,966
+22,748
| +65% | +$1.01M | 0.45% | 59 |
|
|
2021
Q3 | $1.5M | Buy |
35,218
+713
| +2% | +$30.3K | 0.36% | 76 |
|
|
2021
Q2 | $1.43M | Hold |
34,505
| – | – | 0.36% | 78 |
|
|
2021
Q1 | $1.34M | Sell |
34,505
-475
| -1% | -$18.4K | 0.37% | 77 |
|
|
2020
Q4 | $1.06M | Sell |
34,980
-305
| -0.9% | -$9.24K | 0.31% | 85 |
|
|
2020
Q3 | $850K | Sell |
35,285
-3,275
| -8% | -$78.9K | 0.29% | 83 |
|
|
2020
Q2 | $915K | Sell |
38,560
-15,150
| -28% | -$359K | 0.34% | 77 |
|
|
2020
Q1 | $1.14M | Sell |
53,710
-9,378
| -15% | -$199K | 0.52% | 65 |
|
|
2019
Q4 | $2.22M | Buy |
63,088
+1,783
| +3% | +$62.8K | 0.85% | 39 |
|
|
2019
Q3 | $1.79M | Sell |
61,305
-1,850
| -3% | -$54K | 0.81% | 45 |
|
|
2019
Q2 | $1.83M | Sell |
63,155
-1,700
| -3% | -$49.3K | 1.08% | 29 |
|
|
2019
Q1 | $1.79M | Buy |
+64,855
| New | +$1.79M | 1.23% | 27 |
|