Lokken Investment 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 | $447K | Sell |
9,445
-236
| -2% | -$11.2K | 0.17% | 88 |
|
|
2025
Q1 | $404K | Sell |
9,681
-84
| -0.9% | -$3.51K | 0.17% | 88 |
|
|
2024
Q4 | $429K | Sell |
9,765
-56
| -0.6% | -$2.46K | 0.19% | 87 |
|
|
2024
Q3 | $390K | Buy |
9,821
+70
| +0.7% | +$2.78K | 0.16% | 100 |
|
|
2024
Q2 | $388K | Hold |
9,751
| – | – | 0.18% | 93 |
|
|
2024
Q1 | $370K | Hold |
9,751
| – | – | 0.18% | 97 |
|
|
2023
Q4 | $328K | Hold |
9,751
| – | – | 0.19% | 97 |
|
|
2023
Q3 | $267K | Hold |
9,751
| – | – | 0.18% | 106 |
|
|
2023
Q2 | $280K | Buy |
9,751
+295
| +3% | +$8.46K | 0.18% | 107 |
|
|
2023
Q1 | $270K | Hold |
9,456
| – | – | 0.21% | 102 |
|
|
2022
Q4 | $313K | Hold |
9,456
| – | – | 0.25% | 89 |
|
|
2022
Q3 | $286K | Sell |
9,456
-503
| -5% | -$15.2K | 0.25% | 90 |
|
|
2022
Q2 | $310K | Buy |
9,959
+503
| +5% | +$15.7K | 0.25% | 88 |
|
|
2022
Q1 | $337K | Hold |
9,456
| – | – | 0.27% | 90 |
|
|
2021
Q4 | $421K | Sell |
9,456
-400
| -4% | -$17.8K | 0.3% | 70 |
|
|
2021
Q3 | $418K | Hold |
9,856
| – | – | 0.33% | 67 |
|
|
2021
Q2 | $406K | Buy |
9,856
+1,544
| +19% | +$63.6K | 0.33% | 70 |
|
|
2021
Q1 | $322K | Buy |
+8,312
| New | +$322K | 0.28% | 81 |
|