Lantz Financial’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 | $719K | Buy |
15,194
+494
| +3% | +$23.4K | 0.18% | 123 |
|
|
2025
Q1 | $613K | Buy |
14,700
+37
| +0.3% | +$1.54K | 0.17% | 129 |
|
|
2024
Q4 | $644K | Buy |
14,663
+266
| +2% | +$11.7K | 0.17% | 116 |
|
|
2024
Q3 | $571K | Buy |
14,397
+182
| +1% | +$7.22K | 0.15% | 127 |
|
|
2024
Q2 | $565K | Buy |
14,215
+206
| +1% | +$8.19K | 0.18% | 117 |
|
|
2024
Q1 | $531K | Buy |
14,009
+92
| +0.7% | +$3.49K | 0.17% | 120 |
|
|
2023
Q4 | $469K | Buy |
13,917
+213
| +2% | +$7.17K | 0.17% | 121 |
|
|
2023
Q3 | $375K | Sell |
13,704
-133
| -1% | -$3.64K | 0.15% | 130 |
|
|
2023
Q2 | $397K | Buy |
13,837
+1,085
| +9% | +$31.1K | 0.16% | 123 |
|
|
2023
Q1 | $365K | Sell |
12,752
-293
| -2% | -$8.38K | 0.15% | 126 |
|
|
2022
Q4 | $432K | Buy |
13,045
+700
| +6% | +$23.2K | 0.2% | 112 |
|
|
2022
Q3 | $373K | Sell |
12,345
-150
| -1% | -$4.53K | 0.19% | 111 |
|
|
2022
Q2 | $389K | Hold |
12,495
| – | – | 0.18% | 112 |
|
|
2022
Q1 | $515K | Hold |
12,495
| – | – | 0.21% | 103 |
|
|
2021
Q4 | $556K | Hold |
12,495
| – | – | 0.26% | 89 |
|
|
2021
Q3 | $530K | Sell |
12,495
-100
| -0.8% | -$4.24K | 0.27% | 88 |
|
|
2021
Q2 | $519K | Hold |
12,595
| – | – | 0.27% | 88 |
|
|
2021
Q1 | $487K | Hold |
12,595
| – | – | 0.28% | 79 |
|
|
2020
Q4 | $382K | Sell |
12,595
-200
| -2% | -$6.07K | 0.24% | 87 |
|
|
2020
Q3 | $308K | Sell |
12,795
-651
| -5% | -$15.7K | 0.21% | 89 |
|
|
2020
Q2 | $319K | Sell |
13,446
-17,000
| -56% | -$403K | 0.23% | 87 |
|
|
2020
Q1 | $646K | Sell |
30,446
-227
| -0.7% | -$4.82K | 0.51% | 58 |
|
|
2019
Q4 | $1.08M | Sell |
30,673
-21
| -0.1% | -$739 | 0.64% | 54 |
|
|
2019
Q3 | $855K | Hold |
30,694
| – | – | 0.58% | 59 |
|
|
2019
Q2 | $895K | Sell |
30,694
-3,068
| -9% | -$89.5K | 0.61% | 52 |
|
|
2019
Q1 | $931K | Buy |
+33,762
| New | +$931K | 0.68% | 51 |
|