Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Bank of America BAC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,728
Closed -$102K – 70
2023
Q3 		$102K Buy
+3,728
New +$110K 0.02% 127

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Legacy Financial Group (Iowa)'s BAC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Bank of America (BAC) in Q4 2023, closing a stake of 3,728 shares — an estimated $102K sold.

Legacy Financial Group (Iowa) first reported a position in BAC in Q3 2023 and held it in 1 quarter. The position peaked at $102K in Q3 2023. 2,855 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 3,728 Bank of America shares in Q4 2023, an estimated $102K.
  • Legacy Financial Group (Iowa) first reported a position in Bank of America in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Bank of America position peaked at $102K in Q3 2023.
  • 2,855 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.