SCM
Schnieders Capital Management’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
1,064
| – | – | 0.23% | 73 |
|
|
2025
Q1 | $1.31M | Sell |
1,064
-50
| -4% | -$61.7K | 0.28% | 62 |
|
|
2024
Q4 | $1.36M | Sell |
1,114
-25
| -2% | -$30.5K | 0.27% | 60 |
|
|
2024
Q3 | $1.45M | Sell |
1,139
-20
| -2% | -$25.5K | 0.28% | 61 |
|
|
2024
Q2 | $1.39M | Sell |
1,159
-685
| -37% | -$819K | 0.28% | 61 |
|
|
2024
Q1 | $2.2M | Hold |
1,844
| – | – | 0.45% | 46 |
|
|
2023
Q4 | $2.22M | Sell |
1,844
-358
| -16% | -$431K | 0.49% | 47 |
|
|
2023
Q3 | $2.45M | Sell |
2,202
-30
| -1% | -$33.4K | 0.55% | 47 |
|
|
2023
Q2 | $2.62M | Buy |
2,232
+20
| +0.9% | +$23.4K | 0.55% | 46 |
|
|
2023
Q1 | $2.58M | Buy |
2,212
+548
| +33% | +$640K | 0.58% | 46 |
|
|
2022
Q4 | $1.93M | Buy |
+1,664
| New | +$1.93M | 0.44% | 55 |
|