My Personal CFO LLC’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 | $314K | Sell |
6,638
-176
| -3% | -$8.33K | 0.14% | 74 |
|
|
2025
Q1 | $284K | Sell |
6,814
-129
| -2% | -$5.38K | 0.14% | 77 |
|
|
2024
Q4 | $305K | Buy |
6,943
+1
| +0% | +$44 | 0.16% | 72 |
|
|
2024
Q3 | $275K | Buy |
6,942
+123
| +2% | +$4.88K | 0.15% | 77 |
|
|
2024
Q2 | $271K | Sell |
6,819
-278
| -4% | -$11.1K | 0.14% | 89 |
|
|
2024
Q1 | $269K | Buy |
7,097
+49
| +0.7% | +$1.86K | 0.16% | 85 |
|
|
2023
Q4 | $237K | Buy |
+7,048
| New | +$237K | 0.15% | 87 |
|
|
2023
Q3 | – | Sell |
-9,066
| Closed | -$260K | – | 84 |
|
|
2023
Q2 | $260K | Sell |
9,066
-205
| -2% | -$5.88K | 0.2% | 71 |
|
|
2023
Q1 | $265K | Buy |
9,271
+9,262
| +102,911% | +$265K | 0.23% | 61 |
|
|
2022
Q4 | $308K | Hold |
9
| – | – | 0.28% | 53 |
|
|
2022
Q3 | $313K | Sell |
9
-9,208
| -100% | -$320M | 0.48% | 45 |
|
|
2022
Q2 | $287K | Buy |
9,217
+422
| +5% | +$13.1K | 0.37% | 46 |
|
|
2022
Q1 | $363K | Sell |
8,795
-453
| -5% | -$18.7K | 0.38% | 40 |
|
|
2021
Q4 | $411K | Buy |
+9,248
| New | +$411K | 0.36% | 41 |
|