Lockerman Financial Group’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
$384K Buy
8,116
+42
+0.5% +$1.99K 0.52% 61
2025
Q1
$337K Sell
8,074
-27
-0.3% -$1.13K 0.51% 65
2024
Q4
$356K Buy
8,101
+511
+7% +$22.5K 0.61% 49
2024
Q3
$301K Buy
+7,590
New +$301K 0.51% 67