Prosperity Capital Advisors’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 | $652K | Buy |
13,786
+936
| +7% | +$44.3K | 0.06% | 149 |
|
2025
Q1 | $533K | Sell |
12,850
-438
| -3% | -$18.2K | 0.04% | 226 |
|
2024
Q4 | $584K | Buy |
13,288
+3,724
| +39% | +$164K | 0.05% | 211 |
|
2024
Q3 | $380K | Buy |
9,564
+1,761
| +23% | +$69.9K | 0.03% | 244 |
|
2024
Q2 | $310K | Sell |
7,803
-8,702
| -53% | -$346K | 0.03% | 243 |
|
2024
Q1 | $626K | Buy |
16,505
+5,559
| +51% | +$211K | 0.07% | 191 |
|
2023
Q4 | $369K | Buy |
10,946
+604
| +6% | +$20.3K | 0.04% | 173 |
|
2023
Q3 | $283K | Buy |
10,342
+1,000
| +11% | +$27.4K | 0.04% | 190 |
|
2023
Q2 | $268K | Buy |
9,342
+639
| +7% | +$18.3K | 0.04% | 195 |
|
2023
Q1 | $249K | Buy |
8,703
+117
| +1% | +$3.35K | 0.04% | 179 |
|
2022
Q4 | $284K | Buy |
+8,586
| New | +$284K | 0.09% | 150 |
|