Laurel Wealth Advisors (California)’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.57M | Sell |
137,980
-5,521
| -4% | -$183K | 0.45% | 55 |
|
|
2022
Q3 | $4.33M | Sell |
143,501
-4,934
| -3% | -$149K | 0.46% | 51 |
|
|
2022
Q2 | $4.62M | Buy |
148,435
+892
| +0.6% | +$27.8K | 0.47% | 51 |
|
|
2022
Q1 | $6.08M | Buy |
147,543
+23,659
| +19% | +$975K | 0.5% | 44 |
|
|
2021
Q4 | $5.51M | Buy |
123,884
+73,967
| +148% | +$3.29M | 0.43% | 49 |
|
|
2021
Q3 | $2.12M | Sell |
49,917
-9,055
| -15% | -$384K | 0.39% | 52 |
|
|
2021
Q2 | $2.43M | Buy |
58,972
+2,998
| +5% | +$124K | 0.32% | 78 |
|
|
2021
Q1 | $2.17M | Buy |
55,974
+6,871
| +14% | +$266K | 0.33% | 74 |
|
|
2020
Q4 | $1.49M | Sell |
49,103
-1,257
| -2% | -$38.1K | 0.22% | 110 |
|
|
2020
Q3 | $1.21M | Buy |
50,360
+133
| +0.3% | +$3.2K | 0.2% | 121 |
|
|
2020
Q2 | $1.19M | Buy |
50,227
+1,355
| +3% | +$32.2K | 0.22% | 114 |
|
|
2020
Q1 | $1.04M | Sell |
48,872
-5,312
| -10% | -$113K | 0.24% | 114 |
|
|
2019
Q4 | $1.91M | Sell |
54,184
-124,629
| -70% | -$4.39M | 0.32% | 73 |
|
|
2019
Q3 | $5.22M | Buy |
178,813
+126,101
| +239% | +$3.68M | 0.89% | 21 |
|
|
2019
Q2 | $1.53M | Sell |
52,712
-2,603
| -5% | -$75.5K | 0.34% | 75 |
|
|
2019
Q1 | $1.53M | Buy |
55,315
+1,632
| +3% | +$45K | 0.38% | 68 |
|
|
2018
Q4 | $1.32M | Sell |
53,683
-27,739
| -34% | -$683K | 0.39% | 70 |
|
|
2018
Q3 | $2.4M | Buy |
81,422
+21,748
| +36% | +$641K | 0.59% | 40 |
|
|
2018
Q2 | $1.68M | Sell |
59,674
-3,116
| -5% | -$87.8K | 0.45% | 56 |
|
|
2018
Q1 | $1.88M | Buy |
62,790
+401
| +0.6% | +$12K | 0.58% | 39 |
|
|
2017
Q4 | $1.84M | Buy |
62,389
+553
| +0.9% | +$16.3K | 0.53% | 48 |
|
|
2017
Q3 | $1.57M | Sell |
61,836
-6,755
| -10% | -$171K | 0.53% | 52 |
|
|
2017
Q2 | $1.66M | Sell |
68,591
-5,832
| -8% | -$141K | 0.59% | 40 |
|
|
2017
Q1 | $1.76M | Buy |
74,423
+2,175
| +3% | +$51.3K | 0.68% | 35 |
|
|
2016
Q4 | $1.6M | Buy |
72,248
+33,248
| +85% | +$734K | 0.71% | 32 |
|
|
2016
Q3 | $610K | Sell |
39,000
-44,762
| -53% | -$700K | 0.29% | 92 |
|
|
2016
Q2 | $2.51M | Buy |
83,762
+3,011
| +4% | +$90.1K | 1.2% | 17 |
|
|
2016
Q1 | $2.43M | Buy |
80,751
+513
| +0.6% | +$15.4K | 1.22% | 15 |
|
|
2015
Q4 | $2.28M | Buy |
+80,238
| New | +$2.28M | 1.18% | 16 |
|