LRI Investments’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 | $1.66M | Buy |
35,139
+821
| +2% | +$38.9K | 0.14% | 66 |
|
|
2025
Q1 | $1.43M | Sell |
34,318
-1,881
| -5% | -$78.5K | 0.14% | 71 |
|
|
2024
Q4 | $1.59M | Sell |
36,199
-816
| -2% | -$35.9K | 0.15% | 54 |
|
|
2024
Q3 | $1.7M | Buy |
37,015
+21,232
| +135% | +$975K | 0.16% | 52 |
|
|
2024
Q2 | $628K | Buy |
15,783
+4,174
| +36% | +$166K | 0.07% | 96 |
|
|
2024
Q1 | $440K | Buy |
+11,609
| New | +$440K | 0.11% | 81 |
|