LifePro Asset Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.27M | Sell |
31,910
-1,128
| -3% | -$44.8K | 0.78% | 44 |
|
2024
Q2 | $1.31M | Sell |
33,038
-6,012
| -15% | -$239K | 0.94% | 37 |
|
2024
Q1 | $1.48M | Sell |
39,050
-1,817
| -4% | -$68.9K | 0.98% | 34 |
|
2023
Q4 | $1.38M | Buy |
40,867
+13,020
| +47% | +$438K | 1.06% | 31 |
|
2023
Q3 | $762K | Buy |
27,847
+10,292
| +59% | +$282K | 0.63% | 42 |
|
2023
Q2 | $504K | Sell |
17,555
-444
| -2% | -$12.7K | 0.39% | 55 |
|
2023
Q1 | $596K | Hold |
17,999
| – | – | 0.43% | 56 |
|
2022
Q4 | $596K | Buy |
17,999
+125
| +0.7% | +$4.14K | 0.44% | 55 |
|
2022
Q3 | $540K | Sell |
17,874
-1,943
| -10% | -$58.7K | 0.31% | 36 |
|
2022
Q2 | $617K | Sell |
19,817
-10,384
| -34% | -$323K | 0.32% | 55 |
|
2022
Q1 | $1.25M | Sell |
30,201
-162
| -0.5% | -$6.68K | 0.45% | 40 |
|
2021
Q4 | $1.35M | Sell |
30,363
-318,898
| -91% | -$14.2M | 0.4% | 36 |
|
2021
Q3 | $14.8M | Sell |
349,261
-6,880
| -2% | -$292K | 4.5% | 4 |
|
2021
Q2 | $14.7M | Buy |
356,141
+331,593
| +1,351% | +$13.7M | 4.35% | 7 |
|
2021
Q1 | $950K | Sell |
24,548
-1,750
| -7% | -$67.7K | 0.3% | 33 |
|
2020
Q4 | $797K | Sell |
26,298
-118
| -0.4% | -$3.58K | 0.25% | 36 |
|
2020
Q3 | $636K | Sell |
26,416
-1,807
| -6% | -$43.5K | 0.33% | 28 |
|
2020
Q2 | $670K | Buy |
+28,223
| New | +$670K | 0.58% | 23 |
|