LWANC
Laurel Wealth Advisors (North Carolina)’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213M | Buy |
10,068,034
+9,864,832
| +4,855% | +$208M | 3.05% | 5 |
|
|
2025
Q1 | $8.48M | Sell |
203,202
-4,392
| -2% | -$183K | 1.33% | 19 |
|
|
2024
Q4 | $9.12M | Sell |
207,594
-294
| -0.1% | -$12.9K | 1.43% | 18 |
|
|
2024
Q3 | $8.25M | Sell |
207,888
-5,175
| -2% | -$205K | 1.31% | 19 |
|
|
2024
Q2 | $8.47M | Sell |
213,063
-4,859
| -2% | -$193K | 1.47% | 15 |
|
|
2024
Q1 | $8.26M | Sell |
217,922
-1,994
| -0.9% | -$75.6K | 1.41% | 18 |
|
|
2023
Q4 | $7.4M | Sell |
219,916
-4,994
| -2% | -$168K | 1.4% | 18 |
|
|
2023
Q3 | $6.16M | Sell |
224,910
-5,778
| -3% | -$158K | 1.3% | 22 |
|
|
2023
Q2 | $6.62M | Sell |
230,688
-1,942
| -0.8% | -$55.7K | 1.33% | 21 |
|
|
2023
Q1 | $6.65M | Buy |
232,630
+11,106
| +5% | +$318K | 1.41% | 17 |
|
|
2022
Q4 | $7.34M | Buy |
221,524
+1,655
| +0.8% | +$54.8K | 1.66% | 16 |
|
|
2022
Q3 | $6.64M | Buy |
219,869
+785
| +0.4% | +$23.7K | 1.65% | 16 |
|
|
2022
Q2 | $6.82M | Buy |
219,084
+8,960
| +4% | +$279K | 1.65% | 16 |
|
|
2022
Q1 | $8.66M | Sell |
210,124
-138
| -0.1% | -$5.69K | 1.82% | 12 |
|
|
2021
Q4 | $9.36M | Buy |
210,262
+19,672
| +10% | +$875K | 1.92% | 12 |
|
|
2021
Q3 | $8.09M | Sell |
190,590
-3,037
| -2% | -$129K | 1.79% | 14 |
|
|
2021
Q2 | $7.98M | Sell |
193,627
-1,295
| -0.7% | -$53.4K | 1.72% | 15 |
|
|
2021
Q1 | $7.54M | Sell |
194,922
-2,333
| -1% | -$90.3K | 1.83% | 15 |
|
|
2020
Q4 | $5.98M | Buy |
197,255
+17,786
| +10% | +$539K | 1.55% | 17 |
|
|
2020
Q3 | $4.32M | Sell |
179,469
-223
| -0.1% | -$5.37K | 1.29% | 20 |
|
|
2020
Q2 | $4.27M | Buy |
179,692
+865
| +0.5% | +$20.5K | 1.4% | 18 |
|
|
2020
Q1 | $3.8M | Buy |
178,827
+4,701
| +3% | +$99.8K | 1.43% | 18 |
|
|
2019
Q4 | $6.13M | Buy |
174,126
+2,261
| +1% | +$79.6K | 1.93% | 12 |
|
|
2019
Q3 | $5.01M | Buy |
171,865
+534
| +0.3% | +$15.6K | 1.71% | 14 |
|
|
2019
Q2 | $4.97M | Buy |
171,331
+9,571
| +6% | +$278K | 1.75% | 13 |
|
|
2019
Q1 | $4.46M | Buy |
161,760
+1,725
| +1% | +$47.6K | 1.64% | 14 |
|
|
2018
Q4 | $3.94M | Buy |
+160,035
| New | +$3.94M | 1.58% | 14 |
|