Marshall Financial Group (Maryland)’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 | $934K | Sell |
19,204
-978
| -5% | -$47.6K | 0.18% | 135 |
|
|
2025
Q1 | $842K | Sell |
20,182
-504
| -2% | -$21K | 0.18% | 135 |
|
|
2024
Q4 | $909K | Sell |
20,686
-674
| -3% | -$29.6K | 0.22% | 118 |
|
|
2024
Q3 | $848K | Buy |
21,360
+274
| +1% | +$10.9K | 0.2% | 133 |
|
|
2024
Q2 | $839K | Sell |
21,086
-24
| -0.1% | -$954 | 0.23% | 112 |
|
|
2024
Q1 | $800K | Sell |
21,110
-1,200
| -5% | -$45.5K | 0.23% | 114 |
|
|
2023
Q4 | $751K | Buy |
22,310
+112
| +0.5% | +$3.77K | 0.24% | 113 |
|
|
2023
Q3 | $608K | Buy |
22,198
+2,725
| +14% | +$74.6K | 0.22% | 115 |
|
|
2023
Q2 | $559K | Sell |
19,473
-2,288
| -11% | -$65.6K | 0.19% | 120 |
|
|
2023
Q1 | $622K | Buy |
21,761
+500
| +2% | +$14.3K | 0.22% | 120 |
|
|
2022
Q4 | $704K | Sell |
21,261
-1,964
| -8% | -$65K | 0.27% | 115 |
|
|
2022
Q3 | $701K | Sell |
23,225
-403
| -2% | -$12.2K | 0.3% | 108 |
|
|
2022
Q2 | $736K | Sell |
23,628
-2,430
| -9% | -$75.7K | 0.29% | 113 |
|
|
2022
Q1 | $1.07M | Sell |
26,058
-2,559
| -9% | -$105K | 0.44% | 81 |
|
|
2021
Q4 | $1.27M | Sell |
28,617
-9,665
| -25% | -$430K | 0.47% | 71 |
|
|
2021
Q3 | $1.63M | Sell |
38,282
-2,312
| -6% | -$98.1K | 0.84% | 17 |
|
|
2021
Q2 | $1.67M | Sell |
40,594
-35
| -0.1% | -$1.44K | 0.9% | 16 |
|
|
2021
Q1 | $1.57M | Buy |
40,629
+33,936
| +507% | +$1.31M | 0.94% | 23 |
|
|
2020
Q4 | $203K | Buy |
+6,693
| New | +$203K | 0.13% | 120 |
|