Legend Financial Advisors’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 | $558 | Buy |
+12
| New | +$558 | ﹤0.01% | 161 |
|
|
2025
Q1 | – | Sell |
-210
| Closed | -$9.21K | – | 57 |
|
|
2024
Q4 | $9.21K | Buy |
210
+198
| +1,650% | +$8.69K | 0.01% | 122 |
|
|
2024
Q3 | $460 | Sell |
12
-198
| -94% | -$7.59K | ﹤0.01% | 148 |
|
|
2024
Q2 | $8.33K | Buy |
210
+199
| +1,809% | +$7.9K | 0.01% | 161 |
|
|
2024
Q1 | $431 | Hold |
11
| – | – | ﹤0.01% | 183 |
|
|
2023
Q4 | $380 | Sell |
11
-745
| -99% | -$25.7K | ﹤0.01% | 191 |
|
|
2023
Q3 | $20.7K | Hold |
756
| – | – | 0.02% | 93 |
|
|
2023
Q2 | $21.7K | Hold |
756
| – | – | 0.02% | 97 |
|
|
2023
Q1 | $21.6K | Hold |
756
| – | – | 0.02% | 100 |
|
|
2022
Q4 | $25K | Buy |
756
+745
| +6,773% | +$24.7K | 0.02% | 101 |
|
|
2022
Q3 | $333 | Buy |
+11
| New | +$333 | ﹤0.01% | 229 |
|