LPAM
Lodestar Private Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
7,550
-156
| -2% | -$7.38K | 0.04% | 170 |
|
|
2025
Q1 | $322K | Buy |
7,706
+16
| +0.2% | +$668 | 0.04% | 169 |
|
|
2024
Q4 | $338K | Buy |
7,690
+15
| +0.2% | +$659 | 0.04% | 167 |
|
|
2024
Q3 | $305K | Sell |
7,675
-1,831
| -19% | -$72.7K | 0.04% | 180 |
|
|
2024
Q2 | $378K | Buy |
9,506
+2,097
| +28% | +$83.4K | 0.05% | 155 |
|
|
2024
Q1 | $281K | Sell |
7,409
-105
| -1% | -$3.98K | 0.04% | 181 |
|
|
2023
Q4 | $253K | Buy |
7,514
+21
| +0.3% | +$707 | 0.04% | 179 |
|
|
2023
Q3 | $205K | Sell |
7,493
-1,040
| -12% | -$28.5K | 0.04% | 191 |
|
|
2023
Q2 | $245K | Sell |
8,533
-161
| -2% | -$4.62K | 0.04% | 176 |
|
|
2023
Q1 | $249K | Buy |
8,694
+144
| +2% | +$4.12K | 0.04% | 171 |
|
|
2022
Q4 | $283K | Buy |
+8,550
| New | +$283K | 0.05% | 161 |
|