PCFFS
Pacific Center for Financial Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
7,067
+20
| +0.3% | +$946 | 0.09% | 67 |
|
|
2025
Q1 | $294K | Buy |
7,047
+5
| +0.1% | +$209 | 0.08% | 68 |
|
|
2024
Q4 | $309K | Buy |
7,042
+1,362
| +24% | +$59.9K | 0.08% | 65 |
|
|
2024
Q3 | $225K | Buy |
5,680
+786
| +16% | +$31.2K | 0.06% | 82 |
|
|
2024
Q2 | $195K | Sell |
4,894
-885
| -15% | -$35.2K | 0.05% | 85 |
|
|
2024
Q1 | $219K | Sell |
5,779
-405
| -7% | -$15.4K | 0.06% | 82 |
|
|
2023
Q4 | $208K | Buy |
6,184
+7
| +0.1% | +$236 | 0.07% | 76 |
|
|
2023
Q3 | $169K | Buy |
6,177
+258
| +4% | +$7.06K | 0.06% | 86 |
|
|
2023
Q2 | $170K | Buy |
5,919
+6
| +0.1% | +$172 | 0.06% | 89 |
|
|
2023
Q1 | $169K | Buy |
+5,913
| New | +$169K | 0.06% | 87 |
|
|
2022
Q3 | $178K | Sell |
5,902
-7
| -0.1% | -$211 | 0.07% | 81 |
|
|
2022
Q2 | $184K | Sell |
5,909
-1,088
| -16% | -$33.9K | 0.08% | 81 |
|
|
2022
Q1 | $288K | Buy |
6,997
+7
| +0.1% | +$288 | 0.1% | 65 |
|
|
2021
Q4 | $311K | Hold |
6,990
| – | – | 0.13% | 59 |
|
|
2021
Q3 | $297K | Buy |
6,990
+4
| +0.1% | +$170 | 0.13% | 58 |
|
|
2021
Q2 | $288K | Buy |
6,986
+3
| +0% | +$124 | 0.13% | 58 |
|
|
2021
Q1 | $270K | Buy |
6,983
+4
| +0.1% | +$155 | 0.13% | 57 |
|
|
2020
Q4 | $212K | Buy |
6,979
+5
| +0.1% | +$152 | 0.08% | 59 |
|
|
2020
Q3 | $168K | Sell |
6,974
-594
| -8% | -$14.3K | 0.07% | 61 |
|
|
2020
Q2 | $180K | Buy |
7,568
+900
| +13% | +$21.4K | 0.09% | 56 |
|
|
2020
Q1 | $142K | Sell |
6,668
-657
| -9% | -$14K | 0.09% | 61 |
|
|
2019
Q4 | $258K | Sell |
7,325
-1,119
| -13% | -$39.4K | 0.11% | 48 |
|
|
2019
Q3 | $246K | Buy |
8,444
+24
| +0.3% | +$699 | 0.12% | 48 |
|
|
2019
Q2 | $244K | Buy |
8,420
+25
| +0.3% | +$724 | 0.13% | 46 |
|
|
2019
Q1 | $232K | Sell |
8,395
-439
| -5% | -$12.1K | 0.12% | 45 |
|
|
2018
Q4 | $218K | Buy |
8,834
+392
| +5% | +$9.67K | 0.12% | 44 |
|
|
2018
Q3 | $249K | Buy |
8,442
+58
| +0.7% | +$1.71K | 0.12% | 45 |
|
|
2018
Q2 | $236K | Sell |
8,384
-93
| -1% | -$2.62K | 0.14% | 43 |
|
|
2018
Q1 | $254K | Buy |
8,477
+20
| +0.2% | +$599 | 0.15% | 40 |
|
|
2017
Q4 | $250K | Buy |
8,457
+24
| +0.3% | +$709 | 0.15% | 39 |
|
|
2017
Q3 | $214K | Buy |
8,433
+15
| +0.2% | +$381 | 0.14% | 47 |
|
|
2017
Q2 | $204K | Buy |
8,418
+505
| +6% | +$12.2K | 0.14% | 46 |
|
|
2017
Q1 | $187K | Buy |
7,913
+4,561
| +136% | +$108K | 0.13% | 50 |
|
|
2016
Q4 | $74K | Buy |
+3,352
| New | +$74K | 0.06% | 80 |
|