Oxford Financial Group’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 | $330K | Sell |
6,965
-1,125
| -14% | -$53.2K | 0.02% | 164 |
|
|
2025
Q1 | $338K | Sell |
8,090
-1,365
| -14% | -$57K | 0.02% | 164 |
|
|
2024
Q4 | $416K | Sell |
9,455
-467
| -5% | -$20.5K | 0.03% | 169 |
|
|
2024
Q3 | $394K | Sell |
9,922
-8,684
| -47% | -$345K | 0.03% | 168 |
|
|
2024
Q2 | $740K | Buy |
18,606
+8,790
| +90% | +$350K | 0.05% | 113 |
|
|
2024
Q1 | $372K | Buy |
9,816
+1,470
| +18% | +$55.7K | 0.03% | 163 |
|
|
2023
Q4 | $281K | Buy |
+8,346
| New | +$281K | 0.02% | 190 |
|
|
2023
Q3 | – | Sell |
-7,619
| Closed | -$219K | – | 267 |
|
|
2023
Q2 | $219K | Buy |
+7,619
| New | +$219K | 0.02% | 215 |
|