Novak & Powell Financial Services’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 | $340K | Sell |
7,186
-1,090
| -13% | -$51.6K | 0.24% | 93 |
|
|
2025
Q1 | $345K | Buy |
8,276
+10
| +0.1% | +$417 | 0.21% | 97 |
|
|
2024
Q4 | $363K | Buy |
8,266
+9
| +0.1% | +$396 | 0.22% | 97 |
|
|
2024
Q3 | $328K | Sell |
8,257
-20
| -0.2% | -$794 | 0.19% | 103 |
|
|
2024
Q2 | $329K | Sell |
8,277
-6
| -0.1% | -$239 | 0.2% | 99 |
|
|
2024
Q1 | $314K | Buy |
8,283
+10
| +0.1% | +$379 | 0.24% | 97 |
|
|
2023
Q4 | $279K | Buy |
+8,273
| New | +$279K | 0.19% | 106 |
|