PA
PSI Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,940
| Closed | -$164K | – | 152 |
|
|
2025
Q1 | $164K | Sell |
3,940
-2,693
| -41% | -$112K | 0.05% | 128 |
|
|
2024
Q4 | $291K | Sell |
6,633
-85
| -1% | -$3.74K | 0.09% | 104 |
|
|
2024
Q3 | $267K | Sell |
6,718
-1,250
| -16% | -$49.6K | 0.08% | 118 |
|
|
2024
Q2 | $317K | Sell |
7,968
-1,061
| -12% | -$42.2K | 0.1% | 106 |
|
|
2024
Q1 | $342K | Buy |
9,029
+9
| +0.1% | +$341 | 0.12% | 98 |
|
|
2023
Q4 | $304K | Buy |
9,020
+10
| +0.1% | +$337 | 0.11% | 103 |
|
|
2023
Q3 | $247K | Buy |
9,010
+1,283
| +17% | +$35.1K | 0.11% | 109 |
|
|
2023
Q2 | $222K | Buy |
7,727
+1,301
| +20% | +$37.3K | 0.1% | 111 |
|
|
2023
Q1 | $184K | Buy |
6,426
+625
| +11% | +$17.9K | 0.09% | 122 |
|
|
2022
Q4 | $192K | Buy |
5,801
+105
| +2% | +$3.48K | 0.1% | 108 |
|
|
2022
Q3 | $172K | Buy |
5,696
+5
| +0.1% | +$151 | 0.09% | 118 |
|
|
2022
Q2 | $177K | Buy |
5,691
+141
| +3% | +$4.39K | 0.09% | 128 |
|
|
2022
Q1 | $229K | Buy |
5,550
+4
| +0.1% | +$165 | 0.09% | 130 |
|
|
2021
Q4 | $247K | Buy |
5,546
+4
| +0.1% | +$178 | 0.1% | 135 |
|
|
2021
Q3 | $235K | Buy |
5,542
+5
| +0.1% | +$212 | 0.11% | 133 |
|
|
2021
Q2 | $228K | Buy |
5,537
+4
| +0.1% | +$165 | 0.12% | 124 |
|
|
2021
Q1 | $214K | Buy |
+5,533
| New | +$214K | 0.13% | 121 |
|
|
2020
Q1 | – | Sell |
-18,416
| Closed | -$648K | – | 151 |
|
|
2019
Q4 | $648K | Buy |
+18,416
| New | +$648K | 0.42% | 47 |
|