LMG Wealth 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 | $548K | Buy |
11,580
+25
| +0.2% | +$1.18K | 0.11% | 99 |
|
|
2025
Q1 | $482K | Sell |
11,555
-67
| -0.6% | -$2.8K | 0.11% | 97 |
|
|
2024
Q4 | $511K | Buy |
11,622
+140
| +1% | +$6.15K | 0.11% | 93 |
|
|
2024
Q3 | $456K | Sell |
11,482
-404
| -3% | -$16K | 0.1% | 92 |
|
|
2024
Q2 | $473K | Sell |
11,886
-8,500
| -42% | -$338K | 0.12% | 91 |
|
|
2024
Q1 | $773K | Sell |
20,386
-601
| -3% | -$22.8K | 0.19% | 86 |
|
|
2023
Q4 | $707K | Sell |
20,987
-1,048
| -5% | -$35.3K | 0.2% | 70 |
|
|
2023
Q3 | $603K | Buy |
22,035
+365
| +2% | +$9.99K | 0.18% | 71 |
|
|
2023
Q2 | $622K | Buy |
21,670
+346
| +2% | +$9.93K | 0.19% | 70 |
|
|
2023
Q1 | $610K | Buy |
21,324
+566
| +3% | +$16.2K | 0.2% | 73 |
|
|
2022
Q4 | $717K | Buy |
+20,758
| New | +$717K | 0.24% | 68 |
|