McClarren Financial Advisors’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 | – | Sell |
-1,087
| Closed | -$45K | – | 103 |
|
|
2025
Q1 | $45K | Buy |
+1,087
| New | +$45K | 0.03% | 145 |
|
|
2024
Q4 | – | Sell |
-1,045
| Closed | -$41 | – | 212 |
|
|
2024
Q3 | $41 | Buy |
1,045
+1,006
| +2,579% | +$39 | 0.01% | 129 |
|
|
2024
Q2 | $41K | Sell |
39
-1,007
| -96% | -$1.06M | 0.03% | 158 |
|
|
2024
Q1 | $40K | Buy |
+1,046
| New | +$40K | 0.03% | 159 |
|
|
2023
Q2 | – | Sell |
-821
| Closed | -$23K | – | 340 |
|
|
2023
Q1 | $23K | Buy |
821
+6
| +0.7% | +$168 | 0.02% | 195 |
|
|
2022
Q4 | $27K | Buy |
815
+15
| +2% | +$497 | 0.03% | 188 |
|
|
2022
Q3 | $24K | Buy |
+800
| New | +$24K | 0.02% | 181 |
|