Legacy Capital Wealth Partners’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 | $434K | Buy |
9,174
+420
| +5% | +$19.9K | 0.1% | 223 |
|
|
2025
Q1 | $365K | Sell |
8,754
-160
| -2% | -$6.68K | 0.09% | 244 |
|
|
2024
Q4 | $392K | Buy |
8,914
+378
| +4% | +$16.6K | 0.1% | 223 |
|
|
2024
Q3 | $339K | Buy |
8,536
+171
| +2% | +$6.79K | 0.07% | 258 |
|
|
2024
Q2 | $333K | Buy |
+8,365
| New | +$333K | 0.08% | 223 |
|
|
2024
Q1 | – | Sell |
-8,770
| Closed | -$295K | – | 135 |
|
|
2023
Q4 | $295K | Buy |
8,770
+338
| +4% | +$11.4K | 0.08% | 216 |
|
|
2023
Q3 | $231K | Buy |
+8,432
| New | +$231K | 0.06% | 249 |
|