RZH
Relyea Zuckerberg Hanson’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
18,042
+752
| +4% | +$35.6K | 0.1% | 106 |
|
|
2025
Q1 | $722K | Sell |
17,290
-1,205
| -7% | -$50.3K | 0.1% | 114 |
|
|
2024
Q4 | $813K | Buy |
18,495
+604
| +3% | +$26.5K | 0.11% | 106 |
|
|
2024
Q3 | $710K | Sell |
17,891
-990
| -5% | -$39.3K | 0.11% | 101 |
|
|
2024
Q2 | $751K | Buy |
18,881
+1,227
| +7% | +$48.8K | 0.13% | 90 |
|
|
2024
Q1 | $669K | Sell |
17,654
-167
| -0.9% | -$6.33K | 0.12% | 96 |
|
|
2023
Q4 | $600K | Sell |
17,821
-6,065
| -25% | -$204K | 0.12% | 103 |
|
|
2023
Q3 | $654K | Buy |
23,886
+4,747
| +25% | +$130K | 0.15% | 86 |
|
|
2023
Q2 | $549K | Buy |
19,139
+7,403
| +63% | +$212K | 0.12% | 103 |
|
|
2023
Q1 | $336K | Sell |
11,736
-4,135
| -26% | -$118K | 0.08% | 128 |
|
|
2022
Q4 | $526K | Buy |
15,871
+1,437
| +10% | +$47.6K | 0.15% | 92 |
|
|
2022
Q3 | $436K | Sell |
14,434
-299
| -2% | -$9.03K | 0.16% | 89 |
|
|
2022
Q2 | $459K | Sell |
14,733
-615
| -4% | -$19.2K | 0.17% | 88 |
|
|
2022
Q1 | $596K | Buy |
15,348
+1,660
| +12% | +$64.5K | 0.2% | 79 |
|
|
2021
Q4 | $615K | Buy |
13,688
+1,565
| +13% | +$70.3K | 0.22% | 79 |
|
|
2021
Q3 | $515K | Buy |
12,123
+2,254
| +23% | +$95.8K | 0.2% | 78 |
|
|
2021
Q2 | $407K | Buy |
9,869
+500
| +5% | +$20.6K | 0.17% | 85 |
|
|
2021
Q1 | $374K | Buy |
9,369
+265
| +3% | +$10.6K | 0.17% | 83 |
|
|
2020
Q4 | $276K | Buy |
9,104
+457
| +5% | +$13.9K | 0.15% | 97 |
|
|
2020
Q3 | $209K | Buy |
+8,647
| New | +$209K | 0.13% | 107 |
|