Legacy Capital Group California’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 | $1.87M | Sell |
39,602
-453
| -1% | -$21.4K | 0.52% | 31 |
|
|
2025
Q1 | $1.67M | Buy |
40,055
+16,886
| +73% | +$705K | 0.58% | 26 |
|
|
2024
Q4 | $1.02M | Sell |
23,169
-12
| -0.1% | -$527 | 0.31% | 70 |
|
|
2024
Q3 | $920K | Sell |
23,181
-501
| -2% | -$19.9K | 0.31% | 86 |
|
|
2024
Q2 | $942K | Buy |
23,682
+198
| +0.8% | +$7.87K | 0.34% | 78 |
|
|
2024
Q1 | $891K | Buy |
23,484
+13,026
| +125% | +$494K | 0.33% | 87 |
|
|
2023
Q4 | $352K | Buy |
10,458
+4
| +0% | +$135 | 0.14% | 199 |
|
|
2023
Q3 | $286K | Sell |
10,454
-107
| -1% | -$2.93K | 0.12% | 215 |
|
|
2023
Q2 | $303K | Buy |
10,561
+409
| +4% | +$11.7K | 0.12% | 205 |
|
|
2023
Q1 | $290K | Buy |
+10,152
| New | +$290K | 0.14% | 191 |
|