Lindbrook Capital’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
Q1
$2.18M Sell
52,326
-6,509
-11% -$272K 0.2% 70
2024
Q4
$2.59M Buy
58,835
+1,167
+2% +$51.3K 0.23% 60
2024
Q3
$2.29M Sell
57,668
-1,044
-2% -$41.4K 0.2% 68
2024
Q2
$2.33M Buy
58,712
+5,517
+10% +$219K 0.22% 66
2024
Q1
$2.02M Buy
53,195
+1,295
+2% +$49.1K 0.19% 78
2023
Q4
$1.75M Sell
51,900
-125,872
-71% -$4.24M 0.17% 75
2023
Q3
$4.87M Sell
177,772
-11,133
-6% -$305K 0.54% 32
2023
Q2
$5.42M Buy
188,905
+15,882
+9% +$456K 0.58% 29
2023
Q1
$4.95M Buy
173,023
+123,091
+247% +$3.52M 0.58% 29
2022
Q4
$1.65M Buy
49,932
+3,476
+7% +$115K 0.2% 80
2022
Q3
$1.4M Buy
46,456
+5,663
+14% +$171K 0.24% 53
2022
Q2
$1.27M Sell
40,793
-2,557
-6% -$79.6K 0.21% 65
2022
Q1
$1.79M Sell
43,350
-306
-0.7% -$12.6K 0.28% 47
2021
Q4
$1.94M Buy
43,656
+24,448
+127% +$1.09M 0.3% 45
2021
Q3
$815K Sell
19,208
-1,801
-9% -$76.4K 0.21% 39
2021
Q2
$866K Hold
21,009
0.19% 39
2021
Q1
$813K Sell
21,009
-497
-2% -$19.2K 0.18% 44
2020
Q4
$652K Buy
21,506
+1,033
+5% +$31.3K 0.16% 50
2020
Q3
$493K Buy
20,473
+1,415
+7% +$34.1K 0.14% 59
2020
Q2
$453K Sell
19,058
-95
-0.5% -$2.26K 0.13% 57
2020
Q1
$408K Sell
19,153
-4,057
-17% -$86.4K 0.15% 54
2019
Q4
$817K Sell
23,210
-276
-1% -$9.72K 0.28% 31
2019
Q3
$685K Sell
23,486
-148
-0.6% -$4.32K 0.26% 35
2019
Q2
$685K Buy
23,634
+2,557
+12% +$74.1K 0.26% 31
2019
Q1
$581K Sell
21,077
-1,783
-8% -$49.1K 0.23% 43
2018
Q4
$563K Buy
+22,860
New +$563K 0.28% 36