Principle Wealth Partners’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
647
+25
| +4% | +$30.3K | 0.05% | 180 |
|
|
2025
Q1 | $768K | Buy |
622
+9
| +1% | +$11.1K | 0.05% | 179 |
|
|
2024
Q4 | $747K | Buy |
+613
| New | +$747K | 0.05% | 182 |
|
|
2024
Q3 | – | Sell |
-501
| Closed | -$599K | – | 181 |
|
|
2024
Q2 | $599K | Buy |
501
+60
| +14% | +$71.8K | 0.05% | 197 |
|
|
2024
Q1 | $526K | Buy |
441
+96
| +28% | +$115K | 0.04% | 216 |
|
|
2023
Q4 | $416K | Hold |
345
| – | – | 0.04% | 226 |
|
|
2023
Q3 | $384K | Hold |
345
| – | – | 0.04% | 226 |
|
|
2023
Q2 | $404K | Hold |
345
| – | – | 0.04% | 224 |
|
|
2023
Q1 | $403K | Buy |
+345
| New | +$403K | 0.04% | 216 |
|
|
2020
Q4 | – | Sell |
-580
| Closed | -$863K | – | 273 |
|
|
2020
Q3 | $863K | Hold |
580
| – | – | 0.24% | 55 |
|
|
2020
Q2 | $778K | Hold |
580
| – | – | 0.23% | 61 |
|
|
2020
Q1 | $734K | Hold |
580
| – | – | 0.28% | 55 |
|
|
2019
Q4 | $840K | Hold |
580
| – | – | 0.27% | 63 |
|
|
2019
Q3 | $870K | Hold |
580
| – | – | 0.3% | 63 |
|
|
2019
Q2 | $796K | Hold |
580
| – | – | 0.41% | 47 |
|
|
2019
Q1 | $755K | Hold |
580
| – | – | 0.43% | 47 |
|
|
2018
Q4 | $726K | Buy |
+580
| New | +$726K | 0.61% | 40 |
|