Resurgent Financial Advisors’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 | $644K | Buy |
531
+1
| +0.2% | +$1.21K | 0.35% | 76 |
|
|
2025
Q1 | $654K | Buy |
530
+1
| +0.2% | +$1.23K | 0.39% | 73 |
|
|
2024
Q4 | $644K | Buy |
529
+2
| +0.4% | +$2.44K | 0.38% | 74 |
|
|
2024
Q3 | $671K | Sell |
527
-46
| -8% | -$58.6K | 0.39% | 74 |
|
|
2024
Q2 | $685K | Sell |
573
-569
| -50% | -$681K | 0.43% | 70 |
|
|
2024
Q1 | $1.36M | Buy |
1,142
+573
| +101% | +$684K | 0.73% | 36 |
|
|
2023
Q4 | $686K | Buy |
569
+71
| +14% | +$85.6K | 0.42% | 60 |
|
|
2023
Q3 | $554K | Buy |
498
+30
| +6% | +$33.4K | 0.38% | 68 |
|
|
2023
Q2 | $548K | Hold |
468
| – | – | 0.36% | 74 |
|
|
2023
Q1 | $547K | Buy |
468
+30
| +7% | +$35K | 0.36% | 67 |
|
|
2022
Q4 | $508K | Buy |
438
+88
| +25% | +$102K | 0.27% | 87 |
|
|
2022
Q3 | $411K | Hold |
350
| – | – | 0.27% | 98 |
|
|
2022
Q2 | $422K | Buy |
+350
| New | +$422K | 0.27% | 101 |
|