Life Planning Partners’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 | $573K | Sell |
12,114
-630
| -5% | -$29.8K | 0.46% | 40 |
|
|
2025
Q1 | $532K | Buy |
12,744
+2
| +0% | +$83 | 0.48% | 39 |
|
|
2024
Q4 | $560K | Sell |
12,742
-1,317
| -9% | -$57.9K | 0.52% | 38 |
|
|
2024
Q3 | $558K | Sell |
14,059
-3,041
| -18% | -$121K | 0.5% | 39 |
|
|
2024
Q2 | $680K | Sell |
17,100
-2,302
| -12% | -$91.6K | 0.62% | 34 |
|
|
2024
Q1 | $736K | Sell |
19,402
-1
| -0% | -$38 | 0.73% | 30 |
|
|
2023
Q4 | $653K | Buy |
+19,403
| New | +$653K | 0.64% | 33 |
|
|
2022
Q3 | $585K | Buy |
19,370
+3
| +0% | +$91 | 0.67% | 31 |
|
|
2022
Q2 | $603K | Buy |
19,367
+15
| +0.1% | +$467 | 0.68% | 31 |
|
|
2022
Q1 | $798K | Buy |
19,352
+2
| +0% | +$82 | 0.81% | 28 |
|
|
2021
Q4 | $861K | Buy |
+19,350
| New | +$861K | 0.87% | 28 |
|