Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13K | Buy |
+327
| New | +$13K | 0.05% | 183 |
|
|
2023
Q1 | – | Sell |
-46,168
| Closed | -$1.53M | – | 26 |
|
|
2022
Q4 | $1.53M | Sell |
46,168
-25,632
| -36% | -$849K | 2.02% | 12 |
|
|
2022
Q3 | $2.17M | Buy |
71,800
+1,428
| +2% | +$43.1K | 2.11% | 10 |
|
|
2022
Q2 | $2.19M | Buy |
70,372
+6,768
| +11% | +$211K | 2.06% | 10 |
|
|
2022
Q1 | $2.62M | Buy |
63,604
+3,792
| +6% | +$156K | 2.17% | 9 |
|
|
2021
Q4 | $2.66M | Buy |
+59,812
| New | +$2.66M | 2.17% | 9 |
|