Marshall Financial Group (Pennsylvania)’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 | $407K | Buy |
8,611
+45
| +0.5% | +$2.13K | 0.12% | 44 |
|
|
2025
Q1 | $357K | Buy |
8,566
+51
| +0.6% | +$2.13K | 0.11% | 44 |
|
|
2024
Q4 | $374K | Buy |
8,515
+48
| +0.6% | +$2.11K | 0.11% | 45 |
|
|
2024
Q3 | $336K | Buy |
8,467
+53
| +0.6% | +$2.1K | 0.1% | 45 |
|
|
2024
Q2 | $335K | Buy |
8,414
+99
| +1% | +$3.94K | 0.11% | 47 |
|
|
2024
Q1 | $315K | Buy |
8,315
+56
| +0.7% | +$2.12K | 0.1% | 45 |
|
|
2023
Q4 | $278K | Buy |
8,259
+70
| +0.9% | +$2.36K | 0.1% | 46 |
|
|
2023
Q3 | $224K | Buy |
8,189
+59
| +0.7% | +$1.62K | 0.09% | 45 |
|
|
2023
Q2 | $233K | Buy |
8,130
+59
| +0.7% | +$1.69K | 0.09% | 45 |
|
|
2023
Q1 | $231K | Buy |
8,071
+50
| +0.6% | +$1.43K | 0.09% | 46 |
|
|
2022
Q4 | $266K | Buy |
8,021
+54
| +0.7% | +$1.79K | 0.11% | 45 |
|
|
2022
Q3 | $241K | Hold |
7,967
| – | – | 0.11% | 47 |
|
|
2022
Q2 | $248K | Buy |
7,967
+49
| +0.6% | +$1.53K | 0.11% | 48 |
|
|
2022
Q1 | $326K | Buy |
7,918
+71
| +0.9% | +$2.92K | 0.13% | 47 |
|
|
2021
Q4 | $349K | Hold |
7,847
| – | – | 0.14% | 46 |
|
|
2021
Q3 | $333K | Buy |
7,847
+36
| +0.5% | +$1.53K | 0.14% | 46 |
|
|
2021
Q2 | $322K | Buy |
7,811
+32
| +0.4% | +$1.32K | 0.14% | 46 |
|
|
2021
Q1 | $301K | Buy |
7,779
+35
| +0.5% | +$1.35K | 0.14% | 47 |
|
|
2020
Q4 | $235K | Buy |
+7,744
| New | +$235K | 0.12% | 51 |
|
|
2020
Q1 | – | Sell |
-7,744
| Closed | -$273K | – | 45 |
|
|
2019
Q4 | $273K | Sell |
7,744
-1
| -0% | -$35 | 0.18% | 47 |
|
|
2019
Q3 | $226K | Hold |
7,745
| – | – | 0.17% | 46 |
|
|
2019
Q2 | $225K | Hold |
7,745
| – | – | 0.17% | 48 |
|
|
2019
Q1 | $214K | Buy |
+7,745
| New | +$214K | 0.18% | 47 |
|