LWA

Lowe Wealth Advisors’s Bank of America BAC Stock Holding History

Lowe Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.3K	Hold	323	–	–	0.01%	222
2025 Q1	$13.5K	Sell	323 -190	-37%	-$7.93K	0.01%	229
2024 Q4	$22.5K	Buy	513 +8	+2%	+$352	0.01%	175
2024 Q3	$20K	Hold	505	–	–	0.01%	168
2024 Q2	$20.1K	Hold	505	–	–	0.01%	171
2024 Q1	$19.2K	Hold	505	–	–	0.01%	167
2023 Q4	$17K	Sell	505 -85	-14%	-$2.86K	0.01%	172
2023 Q3	$16.2K	Sell	590 -280	-32%	-$7.67K	0.01%	162
2023 Q2	$25K	Hold	870	–	–	0.01%	144
2023 Q1	$24.9K	Hold	870	–	–	0.01%	141
2022 Q4	$28.8K	Hold	870	–	–	0.02%	135
2022 Q3	$26K	Hold	870	–	–	0.02%	133
2022 Q2	$27K	Hold	870	–	–	0.01%	122
2022 Q1	$36K	Hold	870	–	–	0.02%	120
2021 Q4	$39K	Hold	870	–	–	0.02%	115
2021 Q3	$37K	Hold	870	–	–	0.02%	107
2021 Q2	$36K	Hold	870	–	–	0.02%	107
2021 Q1	$34K	Hold	870	–	–	0.02%	109
2020 Q4	$26K	Hold	870	–	–	0.01%	115
2020 Q3	$21K	Hold	870	–	–	0.01%	115
2020 Q2	$21K	Sell	870 -125	-13%	-$3.02K	0.01%	107
2020 Q1	$21K	Sell	995 -202	-17%	-$4.26K	0.01%	96
2019 Q4	$42K	Sell	1,197 -90	-7%	-$3.16K	0.02%	71
2019 Q3	$38K	Buy	1,287 +2	+0.2%	+$59	0.02%	74
2019 Q2	$37K	Buy	1,285 +2	+0.2%	+$58	0.02%	78
2019 Q1	$35K	Buy	1,283 +1	+0.1%	+$27	0.02%	77
2018 Q4	$32K	Buy	1,282 +2	+0.2%	+$50	0.02%	73
2018 Q3	$38K	Sell	1,280 -145	-10%	-$4.31K	0.02%	77
2018 Q2	$40K	Buy	1,425 +2	+0.1%	+$56	0.02%	73
2018 Q1	$43K	Buy	1,423 +519	+57%	+$15.7K	0.03%	73
2017 Q4	$27K	Sell	904 -348	-28%	-$10.4K	0.02%	97
2017 Q3	$32K	Buy	1,252 +972	+347%	+$24.8K	0.02%	81
2017 Q2	$7K	Hold	280	–	–	﹤0.01%	143
2017 Q1	$7K	Hold	280	–	–	﹤0.01%	143
2016 Q4	$6K	Hold	280	–	–	﹤0.01%	152
2016 Q3	$4K	Hold	280	–	–	﹤0.01%	162
2016 Q2	$4K	Hold	280	–	–	﹤0.01%	156
2016 Q1	$4K	Hold	280	–	–	﹤0.01%	154
2015 Q4	$5K	Hold	280	–	–	﹤0.01%	154
2015 Q3	$4K	Hold	280	–	–	﹤0.01%	164
2015 Q2	$5K	Hold	280	–	–	﹤0.01%	150
2015 Q1	$4K	Buy	280 +180	+180%	+$2.57K	﹤0.01%	162
2014 Q4	$2K	Buy	+100	New	+$2K	﹤0.01%	176