Lantz Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $966K | Buy |
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|
2025
Q2 | $719K | Buy |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $644K | Buy |
|
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|
2024
Q3 | $571K | Buy |
|
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|
2024
Q2 | $565K | Buy |
|
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|
2024
Q1 | $531K | Buy |
|
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|
2023
Q4 | $469K | Buy |
|
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $397K | Buy |
|
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|
2023
Q1 | $365K | Sell |
|
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|
2022
Q4 | $432K | Buy |
|
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $556K | Hold |
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|
2021
Q3 | $530K | Sell |
|
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|
2021
Q2 | $519K | Hold |
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|
2021
Q1 | $487K | Hold |
|
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $308K | Sell |
|
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $646K | Sell |
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|
2019
Q4 | $1.08M | Sell |
|
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|
2019
Q3 | $855K | Hold |
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|
2019
Q2 | $895K | Sell |
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|
2019
Q1 | $931K | Buy |
|