Lee Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,685
| Closed | -$216K | – | 148 |
|
|
2024
Q1 | $216K | Hold |
5,685
| – | – | 0.04% | 138 |
|
|
2023
Q4 | $191K | Buy |
5,685
+4,449
| +360% | +$150K | 0.03% | 140 |
|
|
2023
Q3 | $33.8K | Hold |
1,236
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $35.5K | Sell |
1,236
-1,903
| -61% | -$54.6K | 0.01% | 246 |
|
|
2023
Q1 | $89.8K | Sell |
3,139
-598
| -16% | -$17.1K | 0.02% | 183 |
|
|
2022
Q4 | $124K | Buy |
3,737
+314
| +9% | +$10.4K | 0.02% | 176 |
|
|
2022
Q3 | $103K | Buy |
3,423
+2,434
| +246% | +$73.2K | 0.02% | 185 |
|
|
2022
Q2 | $31K | Buy |
989
+294
| +42% | +$9.22K | 0.01% | 283 |
|
|
2022
Q1 | $28K | Sell |
695
-82
| -11% | -$3.3K | 0.01% | 293 |
|
|
2021
Q4 | $34K | Sell |
777
-250
| -24% | -$10.9K | 0.01% | 297 |
|
|
2021
Q3 | $44K | Sell |
1,027
-22
| -2% | -$943 | 0.01% | 242 |
|
|
2021
Q2 | $43K | Buy |
1,049
+141
| +16% | +$5.78K | 0.01% | 242 |
|
|
2021
Q1 | $35K | Buy |
908
+600
| +195% | +$23.1K | 0.01% | 253 |
|
|
2020
Q4 | $9K | Hold |
308
| – | – | ﹤0.01% | 383 |
|
|
2020
Q3 | $7K | Sell |
308
-601
| -66% | -$13.7K | ﹤0.01% | 433 |
|
|
2020
Q2 | $22K | Sell |
909
-2,301
| -72% | -$55.7K | 0.01% | 265 |
|
|
2020
Q1 | $68K | Sell |
3,210
-1,283
| -29% | -$27.2K | 0.02% | 151 |
|
|
2019
Q4 | $158K | Sell |
4,493
-985
| -18% | -$34.6K | 0.03% | 131 |
|
|
2019
Q3 | $160K | Buy |
5,478
+35
| +0.6% | +$1.02K | 0.04% | 129 |
|
|
2019
Q2 | $158K | Buy |
5,443
+16
| +0.3% | +$464 | 0.04% | 137 |
|
|
2019
Q1 | $150K | Buy |
5,427
+1,201
| +28% | +$33.2K | 0.04% | 140 |
|
|
2018
Q4 | $104K | Buy |
4,226
+18
| +0.4% | +$443 | 0.03% | 145 |
|
|
2018
Q3 | $124K | Sell |
4,208
-8,813
| -68% | -$260K | 0.03% | 152 |
|
|
2018
Q2 | $367K | Hold |
13,021
| – | – | 0.09% | 103 |
|
|
2018
Q1 | $390K | Buy |
13,021
+11,813
| +978% | +$354K | 0.1% | 102 |
|
|
2017
Q4 | $36K | Buy |
1,208
+299
| +33% | +$8.91K | 0.01% | 208 |
|
|
2017
Q3 | $23K | Buy |
909
+237
| +35% | +$6K | 0.01% | 234 |
|
|
2017
Q2 | $16K | Buy |
672
+364
| +118% | +$8.67K | 0.01% | 262 |
|
|
2017
Q1 | $7K | Sell |
308
-2,015
| -87% | -$45.8K | ﹤0.01% | 323 |
|
|
2016
Q4 | $51K | Buy |
+2,323
| New | +$51K | 0.03% | 175 |
|