Lebenthal Global Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
|
|||||
|
2025
Q1 | $348K | Sell |
|
|||||
|
2024
Q4 | $384K | Buy |
|
|||||
|
2024
Q3 | $215K | Buy |
|
|||||
|
2024
Q2 | $215K | Buy |
|
|||||
|
2024
Q1 | $204K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $422K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $439K | Buy |
|
|||||
|
2021
Q4 | $451K | Buy |
|
|||||
|
2021
Q3 | $248K | Hold |
|
|||||
|
2021
Q2 | $241K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $119K | Buy |
|