Lehman & Derafelo Financial Resources’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.11M | Buy |
275,085
+1,790
| +0.7% | +$59.3K | 2.7% | 9 |
|
|
2022
Q3 | $8.25M | Buy |
273,295
+6,499
| +2% | +$196K | 2.6% | 10 |
|
|
2022
Q2 | $8.31M | Buy |
266,796
+7,398
| +3% | +$230K | 2.57% | 9 |
|
|
2022
Q1 | $10.7M | Buy |
259,398
+382
| +0.1% | +$15.7K | 2.97% | 9 |
|
|
2021
Q4 | $11.5M | Sell |
259,016
-1,152
| -0.4% | -$51.3K | 3.48% | 6 |
|
|
2021
Q3 | $11M | Sell |
260,168
-14,328
| -5% | -$608K | 3.59% | 5 |
|
|
2021
Q2 | $11.3M | Sell |
274,496
-648
| -0.2% | -$26.7K | 3.09% | 6 |
|
|
2021
Q1 | $10.6M | Sell |
275,144
-7,008
| -2% | -$271K | 2.99% | 7 |
|
|
2020
Q4 | $8.55M | Sell |
282,152
-2,347
| -0.8% | -$71.1K | 2.56% | 7 |
|
|
2020
Q3 | $6.85M | Buy |
284,499
+303
| +0.1% | +$7.3K | 2.18% | 9 |
|
|
2020
Q2 | $6.75M | Buy |
284,196
+2,831
| +1% | +$67.2K | 2.36% | 8 |
|
|
2020
Q1 | $5.97M | Sell |
281,365
-1,746
| -0.6% | -$37.1K | 2.49% | 9 |
|
|
2019
Q4 | $9.97M | Sell |
283,111
-1,341
| -0.5% | -$47.2K | 3.58% | 6 |
|
|
2019
Q3 | $8.3M | Buy |
284,452
+1,408
| +0.5% | +$41.1K | 3.17% | 6 |
|
|
2019
Q2 | $8.28M | Sell |
283,044
-4,343
| -2% | -$127K | 3.38% | 7 |
|
|
2019
Q1 | $7.93M | Buy |
287,387
+4,127
| +1% | +$114K | 3.42% | 7 |
|
|
2018
Q4 | $6.98M | Buy |
+283,260
| New | +$6.98M | 3.47% | 7 |
|