Sequoia Financial Advisors’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Sell |
565
-100
| -15% | -$121K | ﹤0.01% | 851 |
|
|
2025
Q1 | $821K | Hold |
665
| – | – | 0.01% | 684 |
|
|
2024
Q4 | $811K | Sell |
665
-175
| -21% | -$213K | 0.01% | 648 |
|
|
2024
Q3 | $1.07M | Buy |
840
+94
| +13% | +$120K | 0.01% | 522 |
|
|
2024
Q2 | $892K | Buy |
746
+6
| +0.8% | +$7.18K | 0.01% | 503 |
|
|
2024
Q1 | $883K | Buy |
+740
| New | +$883K | 0.01% | 502 |
|