Larson Financial Group’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 | $2.81M | Sell |
59,321
-3,531
| -6% | -$167K | 0.11% | 176 |
|
|
2025
Q1 | $2.62M | Buy |
62,852
+9,428
| +18% | +$393K | 0.12% | 154 |
|
|
2024
Q4 | $2.35M | Buy |
53,424
+43,042
| +415% | +$1.89M | 0.12% | 148 |
|
|
2024
Q3 | $412K | Buy |
10,382
+1,583
| +18% | +$62.8K | 0.02% | 383 |
|
|
2024
Q2 | $350K | Sell |
8,799
-1,650
| -16% | -$65.6K | 0.02% | 339 |
|
|
2024
Q1 | $396K | Buy |
10,449
+8,821
| +542% | +$334K | 0.03% | 269 |
|
|
2023
Q4 | $54.8K | Sell |
1,628
-1,127
| -41% | -$37.9K | ﹤0.01% | 628 |
|
|
2023
Q3 | $75.4K | Buy |
2,755
+655
| +31% | +$17.9K | 0.01% | 510 |
|
|
2023
Q2 | $60.2K | Sell |
2,100
-15
| -0.7% | -$430 | 0.01% | 518 |
|
|
2023
Q1 | $60.5K | Sell |
2,115
-4,833
| -70% | -$138K | 0.01% | 513 |
|
|
2022
Q4 | $230K | Sell |
6,948
-1,088
| -14% | -$36K | 0.03% | 281 |
|
|
2022
Q3 | $243K | Buy |
8,036
+3,518
| +78% | +$106K | 0.03% | 252 |
|
|
2022
Q2 | $141K | Buy |
4,518
+203
| +5% | +$6.34K | 0.02% | 216 |
|
|
2022
Q1 | $178K | Sell |
4,315
-212
| -5% | -$8.75K | 0.03% | 207 |
|
|
2021
Q4 | $201K | Buy |
4,527
+3,876
| +595% | +$172K | 0.03% | 192 |
|
|
2021
Q3 | $28K | Sell |
651
-705
| -52% | -$30.3K | 0.01% | 401 |
|
|
2021
Q2 | $56K | Buy |
1,356
+91
| +7% | +$3.76K | 0.01% | 258 |
|
|
2021
Q1 | $49K | Buy |
1,265
+1,169
| +1,218% | +$45.3K | 0.01% | 260 |
|
|
2020
Q4 | $3K | Sell |
96
-1,757
| -95% | -$54.9K | ﹤0.01% | 593 |
|
|
2020
Q3 | $45K | Sell |
1,853
-1,070
| -37% | -$26K | 0.02% | 214 |
|
|
2020
Q2 | $69K | Sell |
2,923
-767
| -21% | -$18.1K | 0.03% | 162 |
|
|
2020
Q1 | $78K | Buy |
3,690
+2,339
| +173% | +$49.4K | 0.05% | 126 |
|
|
2019
Q4 | $48K | Buy |
1,351
+21
| +2% | +$746 | 0.03% | 156 |
|
|
2019
Q3 | $39K | Buy |
1,330
+880
| +196% | +$25.8K | 0.03% | 163 |
|
|
2019
Q2 | $13K | Buy |
+450
| New | +$13K | 0.01% | 226 |
|