LA
LM Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
49,887
-1,538
| -3% | -$72.8K | 0.3% | 50 |
|
|
2025
Q1 | $2.15M | Sell |
51,425
-497
| -1% | -$20.7K | 0.39% | 52 |
|
|
2024
Q4 | $2.28M | Buy |
51,922
+1,981
| +4% | +$87.1K | 0.41% | 46 |
|
|
2024
Q3 | $1.98M | Buy |
49,941
+1,000
| +2% | +$39.7K | 0.4% | 48 |
|
|
2024
Q2 | $1.95M | Hold |
48,941
| – | – | ﹤0.01% | 70 |
|
|
2024
Q1 | $2.24M | Sell |
48,941
-6,065
| -11% | -$278K | 0.36% | 58 |
|
|
2023
Q4 | $1.85M | Buy |
+55,006
| New | +$1.85M | 0.37% | 55 |
|