MLA
My Legacy Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Buy |
13,186
+1,180
| +10% | +$55.4K | 0.22% | 126 |
|
|
2025
Q1 | $501K | Buy |
12,006
+891
| +8% | +$37.2K | 0.19% | 137 |
|
|
2024
Q4 | $523K | Buy |
11,115
+940
| +9% | +$44.3K | 0.2% | 131 |
|
|
2024
Q3 | $404K | Buy |
+10,175
| New | +$404K | 0.16% | 149 |
|
|
2023
Q2 | – | Sell |
-17,229
| Closed | -$481K | – | 212 |
|
|
2023
Q1 | $481K | Buy |
17,229
+382
| +2% | +$10.7K | 0.21% | 149 |
|
|
2022
Q4 | $614K | Buy |
16,847
+592
| +4% | +$21.6K | 0.26% | 140 |
|
|
2022
Q3 | $515K | Buy |
16,255
+1,933
| +13% | +$61.2K | 0.26% | 140 |
|
|
2022
Q2 | $451K | Buy |
14,322
+4,014
| +39% | +$126K | 0.23% | 149 |
|
|
2022
Q1 | $425K | Buy |
+10,308
| New | +$425K | 0.2% | 143 |
|