LA
LexAurum Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
22,641
-901
| -4% | -$42.6K | 0.17% | 115 |
|
|
2025
Q1 | $982K | Buy |
23,542
+227
| +1% | +$9.47K | 0.19% | 116 |
|
|
2024
Q4 | $1.02M | Buy |
23,315
+1,101
| +5% | +$48.4K | 0.2% | 104 |
|
|
2024
Q3 | $881K | Buy |
22,214
+1,024
| +5% | +$40.6K | 0.19% | 109 |
|
|
2024
Q2 | $843K | Buy |
21,190
+1,235
| +6% | +$49.1K | 0.21% | 106 |
|
|
2024
Q1 | $757K | Sell |
19,955
-18
| -0.1% | -$683 | 0.19% | 112 |
|
|
2023
Q4 | $673K | Sell |
19,973
-5,650
| -22% | -$190K | 0.18% | 123 |
|
|
2023
Q3 | $702K | Buy |
25,623
+1,074
| +4% | +$29.4K | 0.21% | 109 |
|
|
2023
Q2 | $704K | Buy |
24,549
+370
| +2% | +$10.6K | 0.21% | 103 |
|
|
2023
Q1 | $692K | Buy |
24,179
+797
| +3% | +$22.8K | 0.23% | 99 |
|
|
2022
Q4 | $774K | Sell |
23,382
-81
| -0.3% | -$2.68K | 0.28% | 81 |
|
|
2022
Q3 | $709K | Sell |
23,463
-2
| -0% | -$60 | 0.27% | 77 |
|
|
2022
Q2 | $730K | Sell |
23,465
-751
| -3% | -$23.4K | 0.27% | 74 |
|
|
2022
Q1 | $998K | Sell |
24,216
-74
| -0.3% | -$3.05K | 0.33% | 66 |
|
|
2021
Q4 | $1.08M | Hold |
24,290
| – | – | 0.35% | 56 |
|
|
2021
Q3 | $1.03M | Sell |
24,290
-444
| -2% | -$18.8K | 0.3% | 78 |
|
|
2021
Q2 | $1.02M | Sell |
24,734
-2,245
| -8% | -$92.6K | 0.3% | 83 |
|
|
2021
Q1 | $1.04M | Sell |
26,979
-304
| -1% | -$11.8K | 0.36% | 70 |
|
|
2020
Q4 | $827K | Sell |
27,283
-948
| -3% | -$28.7K | 0.3% | 81 |
|
|
2020
Q3 | $680K | Buy |
28,231
+871
| +3% | +$21K | 0.28% | 83 |
|
|
2020
Q2 | $650K | Buy |
27,360
+10,452
| +62% | +$248K | 0.36% | 67 |
|
|
2020
Q1 | $359K | Buy |
16,908
+2,710
| +19% | +$57.5K | 0.25% | 88 |
|
|
2019
Q4 | $500K | Buy |
14,198
+1,678
| +13% | +$59.1K | 0.25% | 98 |
|
|
2019
Q3 | $365K | Sell |
12,520
-375
| -3% | -$10.9K | 0.22% | 113 |
|
|
2019
Q2 | $374K | Buy |
12,895
+790
| +7% | +$22.9K | 0.23% | 101 |
|
|
2019
Q1 | $334K | Buy |
12,105
+87
| +0.7% | +$2.4K | 0.22% | 98 |
|
|
2018
Q4 | $296K | Buy |
12,018
+1,506
| +14% | +$37.1K | 0.23% | 101 |
|
|
2018
Q3 | $310K | Sell |
10,512
-106
| -1% | -$3.13K | 0.22% | 104 |
|
|
2018
Q2 | $299K | Buy |
10,618
+3
| +0% | +$84 | 0.27% | 94 |
|
|
2018
Q1 | $318K | Buy |
10,615
+326
| +3% | +$9.77K | 0.27% | 96 |
|
|
2017
Q4 | $321K | Buy |
+10,289
| New | +$321K | 0.3% | 91 |
|