Lazari Capital Management’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 | $4.73M | Buy |
99,873
+4,836
| +5% | +$229K | 1.78% | 12 |
|
2025
Q1 | $3.97M | Sell |
95,037
-3,600
| -4% | -$150K | 1.62% | 11 |
|
2024
Q4 | $4.34M | Sell |
98,637
-608
| -0.6% | -$26.7K | 1.73% | 12 |
|
2024
Q3 | $3.94M | Sell |
99,245
-5,455
| -5% | -$216K | 1.68% | 11 |
|
2024
Q2 | $4.16M | Buy |
104,700
+1,368
| +1% | +$54.4K | 1.88% | 11 |
|
2024
Q1 | $3.92M | Sell |
103,332
-21,416
| -17% | -$812K | 2.13% | 10 |
|
2023
Q4 | $4.2M | Sell |
124,748
-3,080
| -2% | -$104K | 2.4% | 9 |
|
2023
Q3 | $3.5M | Sell |
127,828
-10,482
| -8% | -$287K | 2.09% | 10 |
|
2023
Q2 | $3.97M | Buy |
+138,310
| New | +$3.97M | 2.23% | 9 |
|