Marshall & Sullivan’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 | $53.6K | Buy |
+1,133
| New | +$53.6K | 0.03% | 69 |
|
|
2023
Q1 | – | Sell |
-1,133
| Closed | -$37.5K | – | 41 |
|
|
2022
Q4 | $37.5K | Buy |
+1,133
| New | +$37.5K | 0.02% | 66 |
|
|
2022
Q3 | – | Sell |
-1,133
| Closed | -$35K | – | 40 |
|
|
2022
Q2 | $35K | Buy |
+1,133
| New | +$35K | 0.02% | 65 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$1.13K | – | 40 |
|
|
2020
Q4 | $1.13K | Sell |
34
-1,099
| -97% | -$36.6K | 0.11% | 44 |
|
|
2020
Q3 | $27K | Buy |
+1,133
| New | +$27K | 0.02% | 58 |
|
|
2018
Q3 | – | Sell |
-1,274
| Closed | -$35.9K | – | 50 |
|
|
2018
Q2 | $35.9K | Buy |
+1,274
| New | +$35.9K | 0.03% | 65 |
|