Lloyd Advisory Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,510
| Closed | -$209K | – | 101 |
|
|
2024
Q1 | $209K | Buy |
+5,510
| New | +$209K | 0.04% | 128 |
|
|
2023
Q4 | – | Sell |
-33,697
| Closed | -$923K | – | 157 |
|
|
2023
Q3 | $923K | Buy |
+33,697
| New | +$923K | 0.3% | 74 |
|
|
2022
Q3 | – | Sell |
-8,444
| Closed | -$262K | – | 45 |
|
|
2022
Q2 | $262K | Buy |
8,444
+2,850
| +51% | +$88.4K | 0.2% | 53 |
|
|
2022
Q1 | $231K | Buy |
5,594
+2,755
| +97% | +$114K | 0.11% | 78 |
|
|
2021
Q4 | $126K | Buy |
2,839
+1,859
| +190% | +$82.5K | 0.06% | 121 |
|
|
2021
Q3 | $42K | Sell |
980
-173
| -15% | -$7.41K | 0.02% | 173 |
|
|
2021
Q2 | $48K | Buy |
1,153
+17
| +1% | +$708 | 0.02% | 157 |
|
|
2021
Q1 | $44K | Sell |
1,136
-117
| -9% | -$4.53K | 0.02% | 145 |
|
|
2020
Q4 | $38K | Buy |
1,253
+12
| +1% | +$364 | 0.02% | 134 |
|
|
2020
Q3 | $30K | Sell |
1,241
-483
| -28% | -$11.7K | 0.02% | 132 |
|
|
2020
Q2 | $41K | Buy |
1,724
+264
| +18% | +$6.28K | 0.03% | 112 |
|
|
2020
Q1 | $31K | Buy |
1,460
+184
| +14% | +$3.91K | 0.02% | 119 |
|
|
2019
Q4 | $45K | Buy |
+1,276
| New | +$45K | 0.04% | 125 |
|