Lakeshore Financial Planning’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 | $620K | Sell |
13,107
-392
| -3% | -$18.5K | 0.25% | 31 |
|
|
2025
Q1 | $563K | Buy |
13,499
+470
| +4% | +$19.6K | 0.23% | 30 |
|
|
2024
Q4 | $573K | Sell |
13,029
-800
| -6% | -$35.2K | 0.24% | 30 |
|
|
2024
Q3 | $549K | Buy |
13,829
+77
| +0.6% | +$3.06K | 0.24% | 29 |
|
|
2024
Q2 | $547K | Sell |
13,752
-878
| -6% | -$34.9K | 0.27% | 27 |
|
|
2024
Q1 | $555K | Buy |
14,630
+2,895
| +25% | +$110K | 0.28% | 26 |
|
|
2023
Q4 | $395K | Sell |
11,735
-860
| -7% | -$29K | 0.22% | 35 |
|
|
2023
Q3 | $345K | Buy |
+12,595
| New | +$345K | 0.2% | 39 |
|