LWA
Lantern Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
+15,001
| New | +$710K | 0.42% | 65 |
|
|
2024
Q4 | $899K | Buy |
20,458
+1,791
| +10% | +$78.7K | 0.58% | 46 |
|
|
2024
Q3 | $741K | Sell |
18,667
-5,638
| -23% | -$224K | 0.51% | 52 |
|
|
2024
Q2 | $967K | Sell |
24,305
-1,227
| -5% | -$48.8K | 0.7% | 40 |
|
|
2024
Q1 | $968K | Buy |
25,532
+13
| +0.1% | +$493 | 0.68% | 42 |
|
|
2023
Q4 | $859K | Buy |
+25,519
| New | +$859K | 0.67% | 44 |
|