Northern 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 | $665K | Sell |
14,045
-338
| -2% | -$16K | 0.5% | 55 |
|
|
2025
Q1 | $600K | Buy |
14,383
+252
| +2% | +$10.5K | 0.5% | 61 |
|
|
2024
Q4 | $621K | Sell |
14,131
-1,570
| -10% | -$69K | 0.5% | 57 |
|
|
2024
Q3 | $623K | Sell |
15,701
-210
| -1% | -$8.33K | 0.47% | 65 |
|
|
2024
Q2 | $633K | Sell |
15,911
-173
| -1% | -$6.88K | 0.51% | 63 |
|
|
2024
Q1 | $610K | Buy |
16,084
+1
| +0% | +$38 | 0.48% | 70 |
|
|
2023
Q4 | $542K | Sell |
16,083
-3,073
| -16% | -$103K | 0.46% | 68 |
|
|
2023
Q3 | $524K | Sell |
19,156
-573
| -3% | -$15.7K | 0.48% | 65 |
|
|
2023
Q2 | $566K | Sell |
19,729
-1,856
| -9% | -$53.2K | 0.5% | 65 |
|
|
2023
Q1 | $617K | Buy |
+21,585
| New | +$617K | 0.58% | 58 |
|