Midland Wealth 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 | $1.11M | Sell |
23,516
-3,193
| -12% | -$151K | 0.06% | 70 |
|
2025
Q1 | $1.11M | Sell |
26,709
-2,027
| -7% | -$84.6K | 0.07% | 71 |
|
2024
Q4 | $1.26M | Sell |
28,736
-3,004
| -9% | -$132K | 0.08% | 72 |
|
2024
Q3 | $1.26M | Sell |
31,740
-4,124
| -11% | -$164K | 0.07% | 72 |
|
2024
Q2 | $1.43M | Sell |
35,864
-797
| -2% | -$31.7K | 0.08% | 59 |
|
2024
Q1 | $1.39M | Sell |
36,661
-299
| -0.8% | -$11.3K | 0.09% | 64 |
|
2023
Q4 | $1.24M | Buy |
+36,960
| New | +$1.24M | 0.09% | 69 |
|