Portside Wealth 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 | $2.68M | Buy |
56,736
+6,441
| +13% | +$305K | 0.4% | 65 |
|
|
2025
Q1 | $2.1M | Buy |
50,295
+1,896
| +4% | +$79.1K | 0.34% | 72 |
|
|
2024
Q4 | $2.13M | Buy |
48,399
+2,566
| +6% | +$113K | 0.35% | 69 |
|
|
2024
Q3 | $1.82M | Sell |
45,833
-2,959
| -6% | -$117K | 0.31% | 80 |
|
|
2024
Q2 | $1.94M | Sell |
48,792
-6,373
| -12% | -$253K | 0.37% | 72 |
|
|
2024
Q1 | $2.09M | Buy |
55,165
+1,298
| +2% | +$49.2K | 0.39% | 73 |
|
|
2023
Q4 | $1.81M | Buy |
53,867
+4,019
| +8% | +$135K | 0.34% | 83 |
|
|
2023
Q3 | $1.36M | Buy |
49,848
+1,985
| +4% | +$54.3K | 0.26% | 96 |
|
|
2023
Q2 | $1.37M | Buy |
+47,863
| New | +$1.37M | 0.25% | 97 |
|