Live Oak Investment Partners’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 | $201K | Buy |
+4,252
| New | +$201K | 0.15% | 80 |
|
|
2025
Q1 | – | Hold |
0
| – | -$55.2K | – | 98 |
|
|
2024
Q4 | – | Hold |
0
| – | -$49.5K | – | 124 |
|
|
2024
Q3 | – | Hold |
0
| – | -$49.3K | – | 127 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 123 |
|
|
2023
Q4 | – | Hold |
0
| – | -$33.3K | – | 125 |
|
|
2023
Q3 | – | Hold |
0
| – | -$34.6K | – | 136 |
|
|
2023
Q2 | – | Hold |
0
| – | -$34.2K | – | 135 |
|
|
2023
Q1 | – | Hold |
0
| – | -$39.3K | – | 133 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 122 |
|