Rockefeller Financial Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.27M | Hold |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $904K | Buy |
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|
2017
Q1 | $804K | Hold |
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|
2016
Q4 | $753K | Hold |
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|
2016
Q3 | $533K | Hold |
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|
2016
Q2 | $452K | Hold |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $579K | Buy |
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|
2015
Q3 | $531K | Buy |
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|
2015
Q2 | $155K | Hold |
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|
2015
Q1 | $140K | Hold |
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|
2014
Q4 | $163K | Hold |
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|
2014
Q3 | $155K | Sell |
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|
2014
Q2 | $159K | Buy |
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|
2014
Q1 | $156K | Hold |
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|
2013
Q4 | $142K | Sell |
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|
2013
Q3 | $167K | Buy |
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|
2013
Q2 | $117K | Buy |
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