Powell Investment Advisors’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Hold |
20
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $24.7K | Hold |
20
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $24.7K | Hold |
20
| – | – | 0.01% | 149 |
|
|
2024
Q3 | $25.5K | Hold |
20
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $23.9K | Hold |
20
| – | – | 0.01% | 144 |
|
|
2024
Q1 | $24.2K | Buy |
+20
| New | +$24.2K | 0.01% | 143 |
|
|
2022
Q2 | – | Sell |
-155
| Closed | -$206K | – | 141 |
|
|
2022
Q1 | $206K | Sell |
155
-5
| -3% | -$6.65K | 0.12% | 100 |
|
|
2021
Q4 | $234K | Buy |
+160
| New | +$234K | 0.13% | 92 |
|
|
2020
Q4 | – | Sell |
-167
| Closed | -$252K | – | 109 |
|
|
2020
Q3 | $252K | Sell |
167
-14
| -8% | -$21.1K | 0.22% | 71 |
|
|
2020
Q2 | $246K | Buy |
181
+23
| +15% | +$31.3K | 0.24% | 76 |
|
|
2020
Q1 | $203K | Hold |
158
| – | – | 0.25% | 86 |
|
|
2019
Q4 | $232K | Buy |
+158
| New | +$232K | 0.24% | 90 |
|