MB, Levis & Associates’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 | $168K | Buy |
3,543
+13
| +0.4% | +$615 | 0.07% | 71 |
|
|
2025
Q1 | $147K | Buy |
3,530
+15
| +0.4% | +$626 | 0.07% | 72 |
|
|
2024
Q4 | $154K | Buy |
3,515
+13
| +0.4% | +$571 | 0.08% | 68 |
|
|
2024
Q3 | $139K | Buy |
3,502
+15
| +0.4% | +$595 | 0.07% | 72 |
|
|
2024
Q2 | $139K | Buy |
3,487
+34
| +1% | +$1.35K | 0.07% | 71 |
|
|
2024
Q1 | $131K | Buy |
3,453
+21
| +0.6% | +$796 | 0.07% | 71 |
|
|
2023
Q4 | $116K | Buy |
3,432
+26
| +0.8% | +$875 | 0.07% | 72 |
|
|
2023
Q3 | $93.2K | Buy |
3,406
+23
| +0.7% | +$630 | 0.06% | 84 |
|
|
2023
Q2 | $97.1K | Buy |
3,383
+22
| +0.7% | +$631 | 0.06% | 84 |
|
|
2023
Q1 | $96.1K | Buy |
3,361
+5
| +0.1% | +$143 | 0.07% | 81 |
|
|
2022
Q4 | $111K | Buy |
+3,356
| New | +$111K | 0.09% | 69 |
|