RPCONE
Retirement Planning Company of New England’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
43,994
-749
| -2% | -$35.4K | 0.93% | 27 |
|
|
2025
Q1 | $1.87M | Buy |
44,743
+400
| +0.9% | +$16.7K | 0.93% | 24 |
|
|
2024
Q4 | $1.95M | Sell |
44,343
-634
| -1% | -$27.9K | 0.95% | 23 |
|
|
2024
Q3 | $1.78M | Sell |
44,977
-7,923
| -15% | -$314K | 0.89% | 26 |
|
|
2024
Q2 | $2.1M | Sell |
52,900
-1,100
| -2% | -$43.7K | 1.15% | 20 |
|
|
2024
Q1 | $2.05M | Sell |
54,000
-23,620
| -30% | -$896K | 1.12% | 19 |
|
|
2023
Q4 | $2.61M | Buy |
77,620
+3,444
| +5% | +$116K | 1.18% | 19 |
|
|
2023
Q3 | $2.03M | Buy |
74,176
+15,313
| +26% | +$419K | 1.13% | 19 |
|
|
2023
Q2 | $1.69M | Buy |
58,863
+95
| +0.2% | +$2.73K | 0.97% | 23 |
|
|
2023
Q1 | $1.68M | Buy |
58,768
+723
| +1% | +$20.7K | 1.02% | 21 |
|
|
2022
Q4 | $1.92M | Sell |
58,045
-1,025
| -2% | -$33.9K | 1.25% | 13 |
|
|
2022
Q3 | $1.78M | Sell |
59,070
-326
| -0.5% | -$9.84K | 1.29% | 14 |
|
|
2022
Q2 | $1.85M | Sell |
59,396
-1,491
| -2% | -$46.4K | 1.26% | 13 |
|
|
2022
Q1 | $2.51M | Sell |
60,887
-2,870
| -5% | -$118K | 1.42% | 12 |
|
|
2021
Q4 | $2.84M | Buy |
+63,757
| New | +$2.84M | 1.38% | 9 |
|