MPS Loria Financial Planners’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 | $298K | Buy |
6,301
+27
| +0.4% | +$1.28K | 0.09% | 67 |
|
|
2025
Q1 | $262K | Buy |
6,274
+31
| +0.5% | +$1.29K | 0.08% | 69 |
|
|
2024
Q4 | $274K | Buy |
6,243
+28
| +0.5% | +$1.23K | 0.08% | 66 |
|
|
2024
Q3 | $247K | Buy |
6,215
+32
| +0.5% | +$1.27K | 0.07% | 74 |
|
|
2024
Q2 | $246K | Buy |
6,183
+59
| +1% | +$2.35K | 0.08% | 71 |
|
|
2024
Q1 | $232K | Buy |
6,124
+34
| +0.6% | +$1.29K | 0.08% | 76 |
|
|
2023
Q4 | $205K | Buy |
+6,090
| New | +$205K | 0.07% | 84 |
|
|
2022
Q2 | – | Sell |
-5,138
| Closed | -$211K | – | 74 |
|
|
2022
Q1 | $211K | Buy |
5,138
+11
| +0.2% | +$452 | 0.09% | 80 |
|
|
2021
Q4 | $228K | Buy |
5,127
+10
| +0.2% | +$445 | 0.09% | 75 |
|
|
2021
Q3 | $217K | Buy |
5,117
+10
| +0.2% | +$424 | 0.1% | 78 |
|
|
2021
Q2 | $211K | Buy |
5,107
+10
| +0.2% | +$413 | 0.1% | 80 |
|
|
2021
Q1 | $197K | Buy |
5,097
+9
| +0.2% | +$348 | 0.09% | 78 |
|
|
2020
Q4 | $153K | Buy |
5,088
+581
| +13% | +$17.5K | 0.07% | 91 |
|
|
2020
Q3 | $109K | Buy |
4,507
+16
| +0.4% | +$387 | 0.06% | 100 |
|
|
2020
Q2 | $107K | Buy |
+4,491
| New | +$107K | 0.06% | 98 |
|
|
2017
Q3 | – | Sell |
-4,698
| Closed | -$115K | – | 102 |
|
|
2017
Q2 | $115K | Buy |
+4,698
| New | +$115K | 0.08% | 105 |
|