Provence Wealth Management Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$778K Buy
23,099
+2,997
+15% +$101K 0.42% 54
2023
Q3
$550K Buy
20,102
+2,203
+12% +$60.3K 0.34% 65
2023
Q2
$514K Buy
17,899
+41
+0.2% +$1.18K 0.3% 67
2023
Q1
$511K Buy
17,858
+3,765
+27% +$108K 0.34% 68
2022
Q4
$467K Buy
+14,093
New +$467K 0.38% 59