Prospera Financial Services’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 | $250K | Buy |
206
+27
| +15% | +$32.8K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $221K | Sell |
179
-2
| -1% | -$2.47K | 0.01% | 1095 |
|
|
2024
Q4 | $221K | Hold |
181
| – | – | 0.01% | 1050 |
|
|
2024
Q3 | $230K | Buy |
+181
| New | +$230K | 0.01% | 1028 |
|
|
2024
Q1 | – | Sell |
-329
| Closed | -$397K | – | 1096 |
|
|
2023
Q4 | $397K | Buy |
329
+33
| +11% | +$39.8K | 0.01% | 733 |
|
|
2023
Q3 | $329K | Buy |
296
+47
| +19% | +$52.3K | 0.01% | 768 |
|
|
2023
Q2 | $292K | Hold |
249
| – | – | 0.01% | 807 |
|
|
2023
Q1 | $291K | Buy |
+249
| New | +$291K | 0.01% | 794 |
|
|
2017
Q4 | – | Sell |
-175
| Closed | -$227K | – | 400 |
|
|
2017
Q3 | $227K | Hold |
175
| – | – | 0.03% | 375 |
|
|
2017
Q2 | $225K | Hold |
175
| – | – | 0.04% | 362 |
|
|
2017
Q1 | $210K | Hold |
175
| – | – | 0.04% | 338 |
|
|
2016
Q4 | $207K | Sell |
175
-10
| -5% | -$11.8K | 0.04% | 349 |
|
|
2016
Q3 | $226K | Hold |
185
| – | – | 0.05% | 323 |
|
|
2016
Q2 | $221K | Hold |
185
| – | – | 0.05% | 302 |
|
|
2016
Q1 | $211K | Sell |
185
-3
| -2% | -$3.42K | 0.05% | 294 |
|
|
2015
Q4 | $206K | Sell |
188
-7
| -4% | -$7.67K | 0.05% | 257 |
|
|
2015
Q3 | $210K | Hold |
195
| – | – | 0.05% | 250 |
|
|
2015
Q2 | $217K | Hold |
195
| – | – | 0.05% | 261 |
|
|
2015
Q1 | $226K | Hold |
195
| – | – | 0.05% | 267 |
|
|
2014
Q4 | $227K | Hold |
195
| – | – | 0.06% | 253 |
|
|
2014
Q3 | $224K | Hold |
195
| – | – | 0.06% | 246 |
|
|
2014
Q2 | $229K | Sell |
195
-5
| -3% | -$5.87K | 0.06% | 234 |
|
|
2014
Q1 | $229K | Hold |
200
| – | – | 0.07% | 205 |
|
|
2013
Q4 | $212K | Sell |
200
-35
| -15% | -$37.1K | 0.07% | 225 |
|
|
2013
Q3 | $254K | Hold |
235
| – | – | 0.1% | 178 |
|
|
2013
Q2 | $264K | Buy |
+235
| New | +$264K | 0.12% | 167 |
|