MPS Loria Financial Planners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Sell |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $153K | Buy |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $107K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $115K | Buy |
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