Leo Wealth LLC’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 | $624K | Buy |
13,187
+5,669
| +75% | +$268K | 0.05% | 210 |
|
|
2025
Q1 | $314K | Sell |
7,518
-5,082
| -40% | -$212K | 0.05% | 217 |
|
|
2024
Q4 | $554K | Buy |
12,600
+604
| +5% | +$26.5K | 0.05% | 224 |
|
|
2024
Q3 | $476K | Sell |
11,996
-11
| -0.1% | -$436 | 0.04% | 231 |
|
|
2024
Q2 | $479K | Buy |
12,007
+120
| +1% | +$4.78K | 0.05% | 222 |
|
|
2024
Q1 | $449K | Buy |
11,887
+1,122
| +10% | +$42.4K | 0.05% | 227 |
|
|
2023
Q4 | $373K | Buy |
+10,765
| New | +$373K | 0.04% | 231 |
|