Lodestone Wealth Management’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 | $3.98M | Buy |
84,008
+25,571
| +44% | +$1.21M | 1.94% | 10 |
|
|
2025
Q1 | $2.44M | Sell |
58,437
-9,235
| -14% | -$385K | 1.3% | 23 |
|
|
2024
Q4 | $2.97M | Sell |
67,672
-3,467
| -5% | -$152K | 1.49% | 21 |
|
|
2024
Q3 | $2.82M | Buy |
71,139
+42
| +0.1% | +$1.67K | 1.41% | 24 |
|
|
2024
Q2 | $2.83M | Buy |
71,097
+293
| +0.4% | +$11.7K | 1.49% | 23 |
|
|
2024
Q1 | $2.68M | Sell |
70,804
-902
| -1% | -$34.2K | 1.41% | 23 |
|
|
2023
Q4 | $2.41M | Buy |
71,706
+7,568
| +12% | +$255K | 1.4% | 24 |
|
|
2023
Q3 | $1.76M | Sell |
64,138
-6,060
| -9% | -$166K | 1.23% | 28 |
|
|
2023
Q2 | $2.01M | Sell |
70,198
-4,022
| -5% | -$115K | 1.38% | 22 |
|
|
2023
Q1 | $1.68M | Buy |
74,220
+15,533
| +26% | +$352K | 1.29% | 28 |
|
|
2022
Q4 | $1.94M | Buy |
+58,687
| New | +$1.94M | 1.57% | 16 |
|