Lokken Investment Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $485K | Sell |
|
|||||
|
2025
Q2 | $447K | Sell |
|
|||||
|
2025
Q1 | $404K | Sell |
|
|||||
|
2024
Q4 | $429K | Sell |
|
|||||
|
2024
Q3 | $390K | Buy |
|
|||||
|
2024
Q2 | $388K | Hold |
|
|||||
|
2024
Q1 | $370K | Hold |
|
|||||
|
2023
Q4 | $328K | Hold |
|
|||||
|
2023
Q3 | $267K | Hold |
|
|||||
|
2023
Q2 | $280K | Buy |
|
|||||
|
2023
Q1 | $270K | Hold |
|
|||||
|
2022
Q4 | $313K | Hold |
|
|||||
|
2022
Q3 | $286K | Sell |
|
|||||
|
2022
Q2 | $310K | Buy |
|
|||||
|
2022
Q1 | $337K | Hold |
|
|||||
|
2021
Q4 | $421K | Sell |
|
|||||
|
2021
Q3 | $418K | Hold |
|
|||||
|
2021
Q2 | $406K | Buy |
|
|||||
|
2021
Q1 | $322K | Buy |
|