ORG Partners’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 | $635K | Buy |
13,183
+956
| +8% | +$46K | 0.14% | 140 |
|
2025
Q1 | $507K | Sell |
12,227
-242
| -2% | -$10K | 0.12% | 148 |
|
2024
Q4 | $548K | Buy |
12,469
+500
| +4% | +$22K | 0.07% | 174 |
|
2024
Q3 | $475K | Sell |
11,969
-2,471
| -17% | -$98.1K | 0.08% | 174 |
|
2024
Q2 | $578K | Buy |
14,440
+14,232
| +6,842% | +$569K | 0.07% | 226 |
|
2024
Q1 | $7.8K | Sell |
208
-3,301
| -94% | -$124K | 0.01% | 305 |
|
2023
Q4 | $118K | Sell |
3,509
-7,754
| -69% | -$261K | 0.02% | 381 |
|
2023
Q3 | $308K | Buy |
11,263
+464
| +4% | +$12.7K | 0.09% | 221 |
|
2023
Q2 | $311K | Sell |
10,799
-370
| -3% | -$10.7K | 0.05% | 297 |
|
2023
Q1 | $319K | Buy |
+11,169
| New | +$319K | 0.08% | 123 |
|