SSWG
Seven Springs Wealth Group’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 | $3.41M | Buy |
2,808
+330
| +13% | +$400K | 0.84% | 21 |
|
|
2025
Q1 | $3.06M | Sell |
2,478
-250
| -9% | -$309K | 1.09% | 21 |
|
|
2024
Q4 | $3.33M | Buy |
2,728
+105
| +4% | +$128K | 1.24% | 22 |
|
|
2024
Q3 | $3.34M | Buy |
2,623
+87
| +3% | +$111K | 1.21% | 19 |
|
|
2024
Q2 | $3.03M | Buy |
2,536
+83
| +3% | +$99.3K | 1.19% | 19 |
|
|
2024
Q1 | $2.93M | Buy |
2,453
+192
| +8% | +$229K | 1.12% | 18 |
|
|
2023
Q4 | $2.73M | Buy |
2,261
+398
| +21% | +$480K | 1.23% | 15 |
|
|
2023
Q3 | $2.07M | Buy |
1,863
+43
| +2% | +$47.8K | 0.99% | 20 |
|
|
2023
Q2 | $2.13M | Buy |
1,820
+51
| +3% | +$59.8K | 1.01% | 18 |
|
|
2023
Q1 | $2.07M | Buy |
1,769
+53
| +3% | +$61.9K | 1.02% | 18 |
|
|
2022
Q4 | $1.99M | Buy |
1,716
+779
| +83% | +$904K | 0.96% | 17 |
|
|
2022
Q3 | $1.1M | Buy |
937
+131
| +16% | +$154K | 0.6% | 23 |
|
|
2022
Q2 | $971K | Sell |
806
-851
| -51% | -$1.03M | 0.49% | 25 |
|
|
2022
Q1 | $2.18M | Buy |
1,657
+244
| +17% | +$320K | 1.03% | 16 |
|
|
2021
Q4 | $2.04M | Buy |
+1,413
| New | +$2.04M | 0.93% | 18 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$36K | – | 254 |
|
|
2020
Q3 | $36K | Buy |
+24
| New | +$36K | 0.02% | 81 |
|