Paladin Advisory 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 | $336K | Hold |
7,096
| – | – | 0.26% | 64 |
|
|
2025
Q1 | $296K | Hold |
7,096
| – | – | 0.24% | 69 |
|
|
2024
Q4 | $312K | Hold |
7,096
| – | – | 0.24% | 68 |
|
|
2024
Q3 | $282K | Hold |
7,096
| – | – | 0.21% | 71 |
|
|
2024
Q2 | $284K | Hold |
7,096
| – | – | 0.22% | 72 |
|
|
2024
Q1 | $266K | Sell |
7,096
-1,510
| -18% | -$56.7K | 0.21% | 74 |
|
|
2023
Q4 | $290K | Hold |
8,606
| – | – | 0.24% | 70 |
|
|
2023
Q3 | $236K | Sell |
8,606
-1,004
| -10% | -$27.5K | 0.2% | 82 |
|
|
2023
Q2 | $276K | Hold |
9,610
| – | – | 0.22% | 79 |
|
|
2023
Q1 | $275K | Buy |
+9,610
| New | +$275K | 0.23% | 75 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 27 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 27 |
|
|
2022
Q2 | – | Sell |
-10,965
| Closed | -$448K | – | 27 |
|
|
2022
Q1 | $448K | Buy |
+10,965
| New | +$448K | 0.36% | 54 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 26 |
|