RG
Retirement Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $166K | Buy |
4,370
+53
| +1% | +$2.01K | 0.06% | 126 |
|
|
2023
Q4 | $145K | Buy |
4,317
+1
| +0% | +$34 | 0.06% | 128 |
|
|
2023
Q3 | $118K | Sell |
4,316
-78
| -2% | -$2.14K | 0.05% | 135 |
|
|
2023
Q2 | $126K | Buy |
4,394
+3
| +0.1% | +$86 | 0.05% | 128 |
|
|
2023
Q1 | $126K | Buy |
4,391
+220
| +5% | +$6.31K | 0.06% | 121 |
|
|
2022
Q4 | $138K | Buy |
4,171
+2,577
| +162% | +$85.3K | 0.07% | 104 |
|
|
2022
Q3 | $48K | Sell |
1,594
-5,175
| -76% | -$156K | 0.04% | 126 |
|
|
2022
Q2 | $211K | Sell |
6,769
-15
| -0.2% | -$468 | 0.09% | 103 |
|
|
2022
Q1 | $280K | Buy |
6,784
+604
| +10% | +$24.9K | 0.11% | 92 |
|
|
2021
Q4 | $275K | Sell |
6,180
-1,650
| -21% | -$73.4K | 0.12% | 95 |
|
|
2021
Q3 | $332K | Buy |
7,830
+212
| +3% | +$8.99K | 0.15% | 86 |
|
|
2021
Q2 | $314K | Hold |
7,618
| – | – | 0.15% | 82 |
|
|
2021
Q1 | $295K | Sell |
7,618
-438
| -5% | -$17K | 0.13% | 102 |
|
|
2020
Q4 | $244K | Buy |
8,056
+2,900
| +56% | +$87.8K | 0.11% | 114 |
|
|
2020
Q3 | $124K | Buy |
5,156
+479
| +10% | +$11.5K | 0.07% | 163 |
|
|
2020
Q2 | $111K | Buy |
+4,677
| New | +$111K | 0.07% | 154 |
|
|
2019
Q4 | $165K | Buy |
+4,677
| New | +$165K | 0.11% | 125 |
|