Lifestyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
5,584
+483
| +9% | +$22.9K | 0.12% | 107 |
|
|
2025
Q1 | $213K | Buy |
5,101
+157
| +3% | +$6.55K | 0.12% | 104 |
|
|
2024
Q4 | $217K | Sell |
4,944
-101
| -2% | -$4.44K | 0.12% | 103 |
|
|
2024
Q3 | $200K | Sell |
5,045
-209
| -4% | -$8.29K | 0.11% | 104 |
|
|
2024
Q2 | $209K | Sell |
5,254
-708
| -12% | -$28.2K | 0.12% | 97 |
|
|
2024
Q1 | $226K | Sell |
5,962
-879
| -13% | -$33.3K | 0.13% | 88 |
|
|
2023
Q4 | $230K | Sell |
6,841
-513
| -7% | -$17.3K | 0.13% | 74 |
|
|
2023
Q3 | $201K | Hold |
7,354
| – | – | 0.12% | 85 |
|
|
2023
Q2 | $211K | Buy |
+7,354
| New | +$211K | 0.13% | 82 |
|