LFASL
Lugano Financial Advisors SA (LFA)’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
4,426
+1,214
| +38% | +$57.4K | 0.12% | 74 |
|
|
2025
Q1 | $134K | Sell |
3,212
-486
| -13% | -$20.3K | 0.09% | 92 |
|
|
2024
Q4 | $163K | Hold |
3,698
| – | – | 0.11% | 83 |
|
|
2024
Q3 | $147K | Buy |
3,698
+420
| +13% | +$16.7K | 0.1% | 92 |
|
|
2024
Q2 | $130K | Buy |
3,278
+1,950
| +147% | +$77.6K | 0.1% | 85 |
|
|
2024
Q1 | $50.4K | Buy |
1,328
+1,032
| +349% | +$39.1K | 0.04% | 130 |
|
|
2023
Q4 | $9.97K | Buy |
+296
| New | +$9.97K | 0.01% | 160 |
|
|
2020
Q3 | – | Sell |
-9,925
| Closed | -$246K | – | 110 |
|
|
2020
Q2 | $246K | Hold |
9,925
| – | – | 0.26% | 54 |
|
|
2020
Q1 | $326K | Hold |
9,925
| – | – | 0.29% | 52 |
|
|
2019
Q4 | $350K | Buy |
+9,925
| New | +$350K | 0.26% | 50 |
|
|
2019
Q2 | $288K | Hold |
9,925
| – | – | 0.18% | 53 |
|
|
2019
Q1 | $273K | Hold |
9,925
| – | – | 0.16% | 56 |
|
|
2018
Q4 | $292K | Hold |
9,925
| – | – | 0.2% | 60 |
|
|
2018
Q3 | $292K | Hold |
9,925
| – | – | 0.2% | 60 |
|
|
2018
Q2 | $278K | Buy |
+9,925
| New | +$278K | 0.27% | 53 |
|