LFAS
Level Four Advisory Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Buy |
182,569
+8,628
| +5% | +$408K | 0.32% | 71 |
|
|
2025
Q1 | $7.26M | Buy |
173,941
+6,647
| +4% | +$277K | 0.3% | 88 |
|
|
2024
Q4 | $7.35M | Sell |
167,294
-7,500
| -4% | -$330K | 0.3% | 79 |
|
|
2024
Q3 | $7.31M | Buy |
174,794
+64,367
| +58% | +$2.69M | 0.31% | 76 |
|
|
2024
Q2 | $4.39M | Sell |
110,427
-28,750
| -21% | -$1.14M | 0.2% | 146 |
|
|
2024
Q1 | $4.69M | Buy |
139,177
+6,042
| +5% | +$203K | 0.26% | 104 |
|
|
2023
Q4 | $4.48M | Sell |
133,135
-4,555
| -3% | -$153K | 0.25% | 106 |
|
|
2023
Q3 | $3.77M | Sell |
137,690
-20,967
| -13% | -$574K | 0.24% | 109 |
|
|
2023
Q2 | $4.55M | Buy |
158,657
+77,313
| +95% | +$2.22M | 0.27% | 86 |
|
|
2023
Q1 | $2.33M | Sell |
81,344
-32,944
| -29% | -$942K | 0.15% | 157 |
|
|
2022
Q4 | $3.79M | Buy |
114,288
+75,277
| +193% | +$2.49M | 0.28% | 86 |
|
|
2022
Q3 | $1.18M | Buy |
39,011
+5,851
| +18% | +$177K | 0.11% | 189 |
|
|
2022
Q2 | $1.03M | Sell |
33,160
-7,790
| -19% | -$242K | 0.1% | 214 |
|
|
2022
Q1 | $1.69M | Buy |
40,950
+8,185
| +25% | +$337K | 0.13% | 169 |
|
|
2021
Q4 | $1.46M | Buy |
32,765
+15,977
| +95% | +$711K | 0.11% | 195 |
|
|
2021
Q3 | $713K | Sell |
16,788
-8,572
| -34% | -$364K | 0.07% | 232 |
|
|
2021
Q2 | $1.05M | Sell |
25,360
-15,415
| -38% | -$636K | 0.07% | 262 |
|
|
2021
Q1 | $1.58M | Sell |
40,775
-5,991
| -13% | -$232K | 0.12% | 189 |
|
|
2020
Q4 | $1.42M | Buy |
46,766
+9,421
| +25% | +$285K | 0.11% | 190 |
|
|
2020
Q3 | $900K | Sell |
37,345
-11,925
| -24% | -$287K | 0.07% | 259 |
|
|
2020
Q2 | $1.17M | Sell |
49,270
-2,702
| -5% | -$64.1K | 0.09% | 231 |
|
|
2020
Q1 | $1.1M | Buy |
51,972
+2,924
| +6% | +$61.9K | 0.13% | 188 |
|
|
2019
Q4 | $3.46M | Buy |
49,048
+7,958
| +19% | +$561K | 0.14% | 171 |
|
|
2019
Q3 | $1.2M | Buy |
41,090
+434
| +1% | +$12.7K | 0.12% | 177 |
|
|
2019
Q2 | $1.18M | Buy |
40,656
+1,839
| +5% | +$53.3K | 0.12% | 175 |
|
|
2019
Q1 | $1.07M | Sell |
38,817
-17,421
| -31% | -$481K | 0.12% | 178 |
|
|
2018
Q4 | $1.39M | Sell |
56,238
-9,107
| -14% | -$224K | 0.17% | 131 |
|
|
2018
Q3 | $1.93M | Sell |
65,345
-33,118
| -34% | -$976K | 0.21% | 116 |
|
|
2018
Q2 | $2.78M | Buy |
98,463
+57,267
| +139% | +$1.61M | 0.2% | 109 |
|
|
2018
Q1 | $1.24M | Buy |
41,196
+708
| +2% | +$21.2K | 0.1% | 194 |
|
|
2017
Q4 | $1.2M | Buy |
40,488
+1,955
| +5% | +$57.7K | 0.09% | 200 |
|
|
2017
Q3 | $976K | Sell |
38,533
-2,055
| -5% | -$52.1K | 0.09% | 221 |
|
|
2017
Q2 | $940K | Sell |
40,588
-1,270
| -3% | -$29.4K | 0.14% | 154 |
|
|
2017
Q1 | $970K | Buy |
41,858
+18,177
| +77% | +$421K | 0.1% | 206 |
|
|
2016
Q4 | $523K | Buy |
+23,681
| New | +$523K | 0.07% | 267 |
|