Principal Securities’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 | $6.47M | Buy |
136,711
+26,067
| +24% | +$1.23M | 0.12% | 157 |
|
|
2025
Q1 | $4.86M | Buy |
110,644
+100
| +0.1% | +$4.4K | 0.11% | 180 |
|
|
2024
Q4 | $4.86M | Buy |
110,544
+13,614
| +14% | +$598K | 0.11% | 179 |
|
|
2024
Q3 | $3.85M | Buy |
96,930
+13,105
| +16% | +$520K | 0.09% | 210 |
|
|
2024
Q2 | $3.33M | Buy |
83,825
+8,513
| +11% | +$339K | 0.09% | 208 |
|
|
2024
Q1 | $2.86M | Buy |
75,312
+6,749
| +10% | +$256K | 0.09% | 209 |
|
|
2023
Q4 | $2.31M | Buy |
+68,563
| New | +$2.31M | 0.09% | 224 |
|