Lion Street Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
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|
2025
Q1 | $724K | Buy |
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|
2024
Q4 | $751K | Buy |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $327K | Sell |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $341K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22K | Buy |
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