LSA
Lion Street Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Buy |
17,691
+343
| +2% | +$16.2K | 0.25% | 90 |
|
|
2025
Q1 | $724K | Buy |
17,348
+270
| +2% | +$11.3K | 0.23% | 97 |
|
|
2024
Q4 | $751K | Buy |
17,078
+1,012
| +6% | +$44.5K | 0.24% | 93 |
|
|
2024
Q3 | $637K | Buy |
16,066
+187
| +1% | +$7.42K | 0.22% | 103 |
|
|
2024
Q2 | $631K | Buy |
15,879
+95
| +0.6% | +$3.78K | 0.23% | 95 |
|
|
2024
Q1 | $531K | Hold |
15,784
| – | – | 0.22% | 103 |
|
|
2023
Q4 | $531K | Sell |
15,784
-9,863
| -38% | -$332K | 0.22% | 102 |
|
|
2023
Q3 | $702K | Buy |
25,647
+11,451
| +81% | +$313K | 0.23% | 86 |
|
|
2023
Q2 | $678K | Sell |
14,196
-8,125
| -36% | -$388K | 0.23% | 89 |
|
|
2023
Q1 | $638K | Buy |
22,321
+14,272
| +177% | +$408K | 0.2% | 94 |
|
|
2022
Q4 | $385K | Buy |
8,049
+308
| +4% | +$14.7K | 0.2% | 85 |
|
|
2022
Q3 | $233K | Sell |
7,741
-308
| -4% | -$9.27K | 0.12% | 114 |
|
|
2022
Q2 | $386K | Buy |
8,049
+100
| +1% | +$4.8K | 0.2% | 85 |
|
|
2022
Q1 | $327K | Sell |
7,949
-100
| -1% | -$4.11K | 0.17% | 97 |
|
|
2021
Q4 | $357K | Hold |
8,049
| – | – | 0.17% | 90 |
|
|
2021
Q3 | $341K | Buy |
+8,049
| New | +$341K | 0.18% | 93 |
|
|
2020
Q2 | – | Sell |
-1,043
| Closed | -$22K | – | 64 |
|
|
2020
Q1 | $22K | Buy |
+1,043
| New | +$22K | 0.12% | 90 |
|