LHC
Little House Capital’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
29,165
+168
| +0.6% | +$7.95K | 0.35% | 65 |
|
|
2025
Q1 | $1.21M | Sell |
28,997
-207
| -0.7% | -$8.64K | 0.33% | 69 |
|
|
2024
Q4 | $1.28M | Buy |
+29,204
| New | +$1.28M | 0.37% | 56 |
|
|
2024
Q3 | – | Sell |
-9,347
| Closed | -$372K | – | 113 |
|
|
2024
Q2 | $372K | Buy |
+9,347
| New | +$372K | 0.12% | 105 |
|
|
2024
Q1 | – | Sell |
-6,262
| Closed | -$211K | – | 128 |
|
|
2023
Q4 | $211K | Buy |
+6,262
| New | +$211K | 0.08% | 117 |
|
|
2022
Q2 | – | Sell |
-65,162
| Closed | -$2.69M | – | 115 |
|
|
2022
Q1 | $2.69M | Buy |
65,162
+3,423
| +6% | +$141K | 1.37% | 15 |
|
|
2021
Q4 | $2.75M | Buy |
61,739
+3,587
| +6% | +$160K | 1.45% | 17 |
|
|
2021
Q3 | $2.47M | Buy |
58,152
+1,859
| +3% | +$78.9K | 1.45% | 18 |
|
|
2021
Q2 | $2.32M | Buy |
+56,293
| New | +$2.32M | 1.25% | 22 |
|
|
2021
Q1 | – | Sell |
-45,723
| Closed | -$1.39M | – | 108 |
|
|
2020
Q4 | $1.39M | Buy |
45,723
+4,128
| +10% | +$125K | 1.02% | 38 |
|
|
2020
Q3 | $1M | Buy |
41,595
+320
| +0.8% | +$7.71K | 0.83% | 48 |
|
|
2020
Q2 | $980K | Sell |
41,275
-2,315
| -5% | -$55K | 0.9% | 45 |
|
|
2020
Q1 | $925K | Buy |
+43,590
| New | +$925K | 1.01% | 41 |
|
|
2019
Q2 | – | Sell |
-1,939
| Closed | -$53K | – | 118 |
|
|
2019
Q1 | $53K | Buy |
+1,939
| New | +$53K | 0.04% | 163 |
|