Laurie J. Hall Trustee’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 | $261K | Hold |
5,507
| – | – | 0.09% | 100 |
|
|
2025
Q1 | $230K | Sell |
5,507
-2,350
| -30% | -$98.1K | 0.08% | 103 |
|
|
2024
Q4 | $346K | Hold |
7,857
| – | – | 0.11% | 96 |
|
|
2024
Q3 | $312K | Sell |
7,857
-100
| -1% | -$3.97K | 0.1% | 105 |
|
|
2024
Q2 | $317K | Hold |
7,957
| – | – | 0.11% | 91 |
|
|
2024
Q1 | $302K | Hold |
7,957
| – | – | 0.11% | 91 |
|
|
2023
Q4 | $268K | Hold |
7,957
| – | – | 0.1% | 96 |
|
|
2023
Q3 | $217K | Hold |
7,957
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $229K | Hold |
7,957
| – | – | 0.09% | 103 |
|
|
2023
Q1 | $227K | Sell |
7,957
-300
| -4% | -$8.56K | 0.1% | 100 |
|
|
2022
Q4 | $274K | Hold |
8,257
| – | – | 0.12% | 88 |
|
|
2022
Q3 | $250K | Sell |
8,257
-300
| -4% | -$9.08K | 0.12% | 85 |
|
|
2022
Q2 | $266K | Hold |
8,557
| – | – | 0.12% | 88 |
|
|
2022
Q1 | $353K | Hold |
8,557
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $381K | Hold |
8,557
| – | – | 0.13% | 86 |
|
|
2021
Q3 | $364K | Hold |
8,557
| – | – | 0.14% | 83 |
|
|
2021
Q2 | $353K | Hold |
8,557
| – | – | 0.13% | 89 |
|
|
2021
Q1 | $331K | Buy |
8,557
+600
| +8% | +$23.2K | 0.13% | 90 |
|
|
2020
Q4 | $241K | Sell |
7,957
-2,725
| -26% | -$82.5K | 0.1% | 103 |
|
|
2020
Q3 | $258K | Buy |
+10,682
| New | +$258K | 0.12% | 95 |
|
|
2019
Q4 | $482K | Hold |
13,682
| – | – | 0.22% | 71 |
|
|
2019
Q3 | $399K | Sell |
13,682
-200
| -1% | -$5.83K | 0.2% | 79 |
|
|
2019
Q2 | $402K | Hold |
13,882
| – | – | 0.21% | 77 |
|
|
2019
Q1 | $383K | Hold |
13,882
| – | – | 0.2% | 78 |
|
|
2018
Q4 | $398K | Hold |
13,882
| – | – | 0.22% | 72 |
|
|
2018
Q3 | $409K | Sell |
13,882
-192
| -1% | -$5.66K | 0.22% | 75 |
|
|
2018
Q2 | $397K | Hold |
14,074
| – | – | 0.23% | 71 |
|
|
2018
Q1 | $422K | Hold |
14,074
| – | – | 0.26% | 66 |
|
|
2017
Q4 | $415K | Buy |
14,074
+1,342
| +11% | +$39.6K | 0.24% | 70 |
|
|
2017
Q3 | $323K | Hold |
12,732
| – | – | 0.2% | 72 |
|
|
2017
Q2 | $309K | Hold |
12,732
| – | – | 0.2% | 74 |
|
|
2017
Q1 | $295K | Buy |
12,732
+5,000
| +65% | +$116K | 0.19% | 77 |
|
|
2016
Q4 | $176K | Buy |
+7,732
| New | +$176K | 0.11% | 97 |
|
|
2016
Q2 | $102K | Buy |
7,732
+1,707
| +28% | +$22.5K | 0.07% | 122 |
|
|
2016
Q1 | $91K | Buy |
6,025
+233
| +4% | +$3.52K | 0.06% | 125 |
|
|
2015
Q4 | $71K | Buy |
+5,792
| New | +$71K | 0.05% | 125 |
|