Slocum, Gordon & Co’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 | $169K | Hold |
3,571
| – | – | 0.14% | 61 |
|
|
2025
Q1 | $149K | Buy |
+3,571
| New | +$149K | 0.11% | 61 |
|
|
2024
Q4 | – | Sell |
-3,571
| Closed | -$142K | – | 138 |
|
|
2024
Q3 | $142K | Sell |
3,571
-2,000
| -36% | -$79.4K | 0.06% | 65 |
|
|
2024
Q2 | $222K | Hold |
5,571
| – | – | 0.16% | 49 |
|
|
2024
Q1 | $211K | Hold |
5,571
| – | – | 0.16% | 53 |
|
|
2023
Q4 | $188K | Hold |
5,571
| – | – | 0.16% | 53 |
|
|
2023
Q3 | $153K | Hold |
5,571
| – | – | 0.13% | 58 |
|
|
2023
Q2 | $160K | Sell |
5,571
-90
| -2% | -$2.58K | 0.12% | 55 |
|
|
2023
Q1 | $162K | Hold |
5,661
| – | – | 0.13% | 55 |
|
|
2022
Q4 | $187K | Buy |
+5,661
| New | +$187K | 0.12% | 49 |
|