LWANC
Laurel Wealth Advisors (North Carolina)’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
54,585
+54,540
| +121,200% | +$45K | ﹤0.01% | 570 |
|
|
2025
Q1 | $55.6K | Hold |
45
| – | – | 0.01% | 301 |
|
|
2024
Q4 | $54.9K | Hold |
45
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $57.3K | Hold |
45
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $53.8K | Hold |
45
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $53.7K | Hold |
45
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $54.2K | Hold |
45
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $50.1K | Hold |
45
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $52.7K | Hold |
45
| – | – | 0.01% | 276 |
|
|
2023
Q1 | $52.6K | Hold |
45
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $52.2K | Hold |
45
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $53K | Hold |
45
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $54K | Hold |
45
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $59K | Hold |
45
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $65K | Buy |
+45
| New | +$65K | 0.01% | 251 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$68K | – | 656 |
|
|
2020
Q4 | $68K | Hold |
45
| – | – | 0.02% | 230 |
|
|
2020
Q3 | $67K | Hold |
45
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $60K | Hold |
45
| – | – | 0.02% | 218 |
|
|
2020
Q1 | $57K | Hold |
45
| – | – | 0.02% | 209 |
|
|
2019
Q4 | $65K | Sell |
45
-32
| -42% | -$46.2K | 0.02% | 224 |
|
|
2019
Q3 | $115K | Hold |
77
| – | – | 0.04% | 169 |
|
|
2019
Q2 | $106K | Hold |
77
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $100K | Hold |
77
| – | – | 0.04% | 175 |
|
|
2018
Q4 | $96K | Buy |
+77
| New | +$96K | 0.04% | 164 |
|