LFA
Legacy Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
62,523
+23,592
| +61% | +$1.12M | 0.46% | 33 |
|
|
2025
Q1 | $1.62M | Sell |
38,931
-354
| -0.9% | -$14.8K | 0.27% | 64 |
|
|
2024
Q4 | $1.73M | Buy |
39,285
+1,765
| +5% | +$77.6K | 0.29% | 55 |
|
|
2024
Q3 | $1.49M | Buy |
37,520
+775
| +2% | +$30.8K | 0.25% | 69 |
|
|
2024
Q2 | $1.46M | Sell |
36,745
-5,347
| -13% | -$213K | 0.26% | 66 |
|
|
2024
Q1 | $1.6M | Buy |
42,092
+2,323
| +6% | +$88.1K | 0.29% | 61 |
|
|
2023
Q4 | $1.34M | Buy |
39,769
+2,518
| +7% | +$84.8K | 0.26% | 66 |
|
|
2023
Q3 | $1.02M | Buy |
37,251
+8,175
| +28% | +$224K | 0.2% | 66 |
|
|
2023
Q2 | $834K | Buy |
29,076
+6,027
| +26% | +$173K | 0.16% | 78 |
|
|
2023
Q1 | $659K | Buy |
23,049
+1,671
| +8% | +$47.8K | 0.13% | 92 |
|
|
2022
Q4 | $708K | Sell |
21,378
-466
| -2% | -$15.4K | 0.15% | 77 |
|
|
2022
Q3 | $660K | Buy |
21,844
+971
| +5% | +$29.3K | 0.16% | 73 |
|
|
2022
Q2 | $650K | Sell |
20,873
-2,486
| -11% | -$77.4K | 0.16% | 69 |
|
|
2022
Q1 | $963K | Buy |
23,359
+162
| +0.7% | +$6.68K | 0.22% | 50 |
|
|
2021
Q4 | $1.03M | Buy |
23,197
+337
| +1% | +$15K | 0.24% | 46 |
|
|
2021
Q3 | $970K | Buy |
22,860
+7,028
| +44% | +$298K | 0.24% | 38 |
|
|
2021
Q2 | $653K | Buy |
15,832
+1,445
| +10% | +$59.6K | 0.17% | 56 |
|
|
2021
Q1 | $557K | Buy |
14,387
+2,918
| +25% | +$113K | 0.15% | 61 |
|
|
2020
Q4 | $347K | Sell |
11,469
-1,678
| -13% | -$50.8K | 0.1% | 86 |
|
|
2020
Q3 | $317K | Sell |
13,147
-152
| -1% | -$3.67K | 0.1% | 83 |
|
|
2020
Q2 | $316K | Buy |
13,299
+752
| +6% | +$17.9K | 0.11% | 41 |
|
|
2020
Q1 | $302K | Buy |
12,547
+375
| +3% | +$9.03K | 0.11% | 51 |
|
|
2019
Q4 | $429K | Buy |
12,172
+38
| +0.3% | +$1.34K | 0.14% | 69 |
|
|
2019
Q3 | $354K | Sell |
12,134
-874
| -7% | -$25.5K | 0.12% | 82 |
|
|
2019
Q2 | $377K | Buy |
13,008
+585
| +5% | +$17K | 0.13% | 77 |
|
|
2019
Q1 | $343K | Buy |
12,423
+3,091
| +33% | +$85.3K | 0.12% | 76 |
|
|
2018
Q4 | $230K | Buy |
9,332
+498
| +6% | +$12.3K | 0.09% | 93 |
|
|
2018
Q3 | $260K | Sell |
8,834
-157
| -2% | -$4.62K | 0.09% | 87 |
|
|
2018
Q2 | $257K | Buy |
8,991
+1,189
| +15% | +$34K | 0.1% | 86 |
|
|
2018
Q1 | $237K | Sell |
7,802
-626
| -7% | -$19K | 0.09% | 97 |
|
|
2017
Q4 | $248K | Buy |
+8,428
| New | +$248K | 0.1% | 92 |
|