Richardson Financial Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
6,750
-66
| -1% | -$3.17K | 0.22% | 110 |
|
|
2025
Q1 | $284K | Buy |
6,816
+264
| +4% | +$11K | 0.22% | 120 |
|
|
2024
Q4 | $288K | Buy |
6,552
+3,471
| +113% | +$152K | 0.2% | 113 |
|
|
2024
Q3 | $122K | Buy |
3,081
+800
| +35% | +$31.8K | 0.08% | 187 |
|
|
2024
Q2 | $90.7K | Buy |
2,281
+99
| +5% | +$3.94K | 0.07% | 197 |
|
|
2024
Q1 | $82.7K | Buy |
2,182
+800
| +58% | +$30.3K | 0.06% | 206 |
|
|
2023
Q4 | $46.5K | Buy |
+1,382
| New | +$46.5K | 0.04% | 218 |
|