Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.48M | Sell |
287,912
-5,994
| -2% | -$177K | 3.98% | 6 |
|
|
2018
Q2 | $8.29M | Sell |
293,906
-989
| -0.3% | -$27.9K | 4.18% | 5 |
|
|
2018
Q1 | $8.84M | Sell |
294,895
-10,400
| -3% | -$312K | 4.53% | 4 |
|
|
2017
Q4 | $9.01M | Sell |
305,295
-291
| -0.1% | -$8.59K | 4.68% | 3 |
|
|
2017
Q3 | $7.74M | Sell |
305,586
-912
| -0.3% | -$23.1K | 3.94% | 4 |
|
|
2017
Q2 | $7.45M | Sell |
306,498
-3,000
| -1% | -$73K | 4.2% | 4 |
|
|
2017
Q1 | $7.3M | Buy |
309,498
+104
| +0% | +$2.45K | 4.04% | 5 |
|
|
2016
Q4 | $6.84M | Buy |
309,394
+5,299
| +2% | +$117K | 3.9% | 6 |
|
|
2016
Q3 | $4.76M | Buy |
304,095
+6,929
| +2% | +$108K | 2.75% | 12 |
|
|
2016
Q2 | $3.94M | Buy |
297,166
+18,351
| +7% | +$243K | 1.98% | 15 |
|
|
2016
Q1 | $3.77M | Buy |
278,815
+16,652
| +6% | +$225K | 2.01% | 15 |
|
|
2015
Q4 | $4.41M | Buy |
262,163
+2,601
| +1% | +$43.8K | 2.38% | 11 |
|
|
2015
Q3 | $4.04M | Buy |
259,562
+12,646
| +5% | +$197K | 2.06% | 12 |
|
|
2015
Q2 | $4.2M | Sell |
246,916
-2,097
| -0.8% | -$35.7K | 2.04% | 12 |
|
|
2015
Q1 | $3.83M | Buy |
249,013
+14,085
| +6% | +$217K | 1.76% | 14 |
|
|
2014
Q4 | $4.2M | Buy |
234,928
+7,301
| +3% | +$131K | 2.06% | 12 |
|
|
2014
Q3 | $3.88M | Buy |
227,627
+125,600
| +123% | +$2.14M | 2.03% | 10 |
|
|
2014
Q2 | $1.57M | Sell |
102,027
-142,294
| -58% | -$2.19M | 0.75% | 31 |
|
|
2014
Q1 | $4.2M | Sell |
244,321
-1,106
| -0.5% | -$19K | 2.17% | 9 |
|
|
2013
Q4 | $3.82M | Sell |
245,427
-700
| -0.3% | -$10.9K | 2.36% | 9 |
|
|
2013
Q3 | $3.4M | Buy |
246,127
+1,165
| +0.5% | +$16.1K | 2.18% | 11 |
|
|
2013
Q2 | $3.15M | Buy |
+244,962
| New | +$3.15M | 2.13% | 10 |
|