Royal Capital 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 | $291K | Buy |
6,145
+7
| +0.1% | +$331 | 0.19% | 67 |
|
|
2025
Q1 | $256K | Sell |
6,138
-173
| -3% | -$7.22K | 0.18% | 70 |
|
|
2024
Q4 | $277K | Buy |
6,311
+6
| +0.1% | +$264 | 0.19% | 64 |
|
|
2024
Q3 | $250K | Buy |
6,305
+8
| +0.1% | +$317 | 0.18% | 75 |
|
|
2024
Q2 | $250K | Buy |
6,297
+13
| +0.2% | +$517 | 0.19% | 71 |
|
|
2024
Q1 | $238K | Buy |
6,284
+8
| +0.1% | +$303 | 0.19% | 80 |
|
|
2023
Q4 | $211K | Buy |
+6,276
| New | +$211K | 0.18% | 87 |
|
|
2023
Q3 | – | Sell |
-11,760
| Closed | -$337K | – | 92 |
|
|
2023
Q2 | $337K | Sell |
11,760
-195
| -2% | -$5.6K | 0.32% | 61 |
|
|
2023
Q1 | $342K | Sell |
11,955
-395
| -3% | -$11.3K | 0.34% | 60 |
|
|
2022
Q4 | $409K | Buy |
12,350
+26
| +0.2% | +$861 | 0.43% | 48 |
|
|
2022
Q3 | $372K | Hold |
12,324
| – | – | 0.43% | 52 |
|
|
2022
Q2 | $384K | Buy |
12,324
+4
| +0% | +$125 | 0.42% | 55 |
|
|
2022
Q1 | $508K | Buy |
12,320
+7
| +0.1% | +$289 | 0.5% | 48 |
|
|
2021
Q4 | $548K | Buy |
+12,313
| New | +$548K | 0.53% | 49 |
|