LifeSteps Financial’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
Q2 | – | Sell |
-3,466
| Closed | -$131K | – | 112 |
|
|
2024
Q1 | $131K | Buy |
+3,466
| New | +$131K | 0.1% | 96 |
|
|
2022
Q2 | – | Sell |
-5,150
| Closed | -$212K | – | 76 |
|
|
2022
Q1 | $212K | Sell |
5,150
-540
| -9% | -$22.2K | 0.16% | 82 |
|
|
2021
Q4 | $253K | Sell |
5,690
-1,391
| -20% | -$61.8K | 0.18% | 74 |
|
|
2021
Q3 | $301K | Sell |
7,081
-439
| -6% | -$18.7K | 0.23% | 62 |
|
|
2021
Q2 | $310K | Sell |
7,520
-380
| -5% | -$15.7K | 0.24% | 63 |
|
|
2021
Q1 | $306K | Hold |
7,900
| – | – | 0.26% | 64 |
|
|
2020
Q4 | $239K | Sell |
7,900
-594
| -7% | -$18K | 0.22% | 76 |
|
|
2020
Q3 | $205K | Hold |
8,494
| – | – | 0.22% | 77 |
|
|
2020
Q2 | $202K | Buy |
+8,494
| New | +$202K | 0.23% | 72 |
|
|
2020
Q1 | – | Sell |
-8,494
| Closed | -$299K | – | 78 |
|
|
2019
Q4 | $299K | Buy |
+8,494
| New | +$299K | 0.28% | 66 |
|