Sequent Planning’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 | $392K | Buy |
8,292
+124
| +2% | +$5.87K | 0.12% | 106 |
|
|
2025
Q1 | $341K | Sell |
8,168
-223
| -3% | -$9.31K | 0.12% | 106 |
|
|
2024
Q4 | $369K | Sell |
8,391
-681
| -8% | -$29.9K | 0.14% | 102 |
|
|
2024
Q3 | $360K | Sell |
9,072
-41
| -0.4% | -$1.63K | 0.12% | 108 |
|
|
2024
Q2 | $365K | Sell |
9,113
-564
| -6% | -$22.6K | 0.12% | 103 |
|
|
2024
Q1 | $367K | Buy |
+9,677
| New | +$367K | 0.13% | 100 |
|