RKL Wealth Management’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 | $330K | Sell |
6,971
-218
| -3% | -$10.3K | 0.03% | 147 |
|
|
2025
Q1 | $300K | Buy |
7,189
+1,087
| +18% | +$45.4K | 0.03% | 151 |
|
|
2024
Q4 | $268K | Sell |
6,102
-17
| -0.3% | -$747 | 0.02% | 153 |
|
|
2024
Q3 | $243K | Sell |
6,119
-61
| -1% | -$2.42K | 0.02% | 145 |
|
|
2024
Q2 | $246K | Sell |
6,180
-67
| -1% | -$2.67K | 0.02% | 134 |
|
|
2024
Q1 | $237K | Buy |
+6,247
| New | +$237K | 0.02% | 140 |
|
|
2022
Q4 | – | Sell |
-8,286
| Closed | -$250K | – | 131 |
|
|
2022
Q3 | $250K | Buy |
+8,286
| New | +$250K | 0.04% | 117 |
|
|
2017
Q4 | – | Sell |
-10,869
| Closed | -$281K | – | 138 |
|
|
2017
Q3 | $281K | Buy |
+10,869
| New | +$281K | 0.08% | 131 |
|