LGT Financial Advisors’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 | $8.36K | Buy |
177
+137
| +343% | +$6.47K | 0.02% | 225 |
|
|
2025
Q1 | $1.67K | Sell |
40
-2,900
| -99% | -$121K | 0.01% | 265 |
|
|
2024
Q4 | $129K | Buy |
2,940
+2,900
| +7,250% | +$127K | 0.29% | 71 |
|
|
2024
Q3 | $1.59K | Sell |
40
-449
| -92% | -$17.8K | ﹤0.01% | 665 |
|
|
2024
Q2 | $19.4K | Buy |
489
+449
| +1,123% | +$17.9K | 0.04% | 308 |
|
|
2024
Q1 | $1.52K | Hold |
40
| – | – | ﹤0.01% | 754 |
|
|
2023
Q4 | $1.35K | Sell |
40
-500
| -93% | -$16.8K | ﹤0.01% | 805 |
|
|
2023
Q3 | $14.8K | Buy |
+540
| New | +$14.8K | 0.02% | 407 |
|