LRIA
Leonard Rickey Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
6,782
+10
| +0.1% | +$473 | 0.06% | 85 |
|
|
2025
Q1 | $248K | Sell |
6,772
-573
| -8% | -$21K | 0.05% | 91 |
|
|
2024
Q4 | $323K | Buy |
7,345
+31
| +0.4% | +$1.36K | 0.07% | 77 |
|
|
2024
Q3 | $290K | Sell |
7,314
-451
| -6% | -$17.9K | 0.07% | 85 |
|
|
2024
Q2 | $309K | Buy |
7,765
+1,796
| +30% | +$71.4K | 0.07% | 75 |
|
|
2024
Q1 | $226K | Buy |
+5,969
| New | +$226K | 0.06% | 84 |
|