Morling 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 | $304K | Sell |
6,414
-1,407
| -18% | -$66.6K | 0.1% | 59 |
|
|
2025
Q1 | $326K | Buy |
7,821
+588
| +8% | +$24.5K | 0.11% | 65 |
|
|
2024
Q4 | $318K | Buy |
7,233
+10
| +0.1% | +$439 | 0.11% | 59 |
|
|
2024
Q3 | $287K | Buy |
7,223
+4
| +0.1% | +$159 | 0.11% | 57 |
|
|
2024
Q2 | $287K | Buy |
7,219
+132
| +2% | +$5.25K | 0.13% | 47 |
|
|
2024
Q1 | $269K | Sell |
7,087
-524
| -7% | -$19.9K | 0.15% | 57 |
|
|
2023
Q4 | $256K | Buy |
7,611
+92
| +1% | +$3.1K | 0.21% | 48 |
|
|
2023
Q3 | $206K | Sell |
7,519
-307
| -4% | -$8.41K | 0.2% | 49 |
|
|
2023
Q2 | $225K | Sell |
7,826
-956
| -11% | -$27.4K | 0.22% | 49 |
|
|
2023
Q1 | $251K | Buy |
8,782
+1,117
| +15% | +$31.9K | 0.27% | 46 |
|
|
2022
Q4 | $254K | Hold |
7,665
| – | – | 0.32% | 44 |
|
|
2022
Q3 | $231K | Hold |
7,665
| – | – | 0.31% | 45 |
|
|
2022
Q2 | $239K | Hold |
7,665
| – | – | 0.31% | 45 |
|
|
2022
Q1 | $316K | Hold |
7,665
| – | – | 0.4% | 37 |
|
|
2021
Q4 | $341K | Buy |
+7,665
| New | +$341K | 0.33% | 31 |
|