SLFPAM
St. Louis Financial Planners Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
+57,956
| New | +$2.74M | 2.09% | 15 |
|
|
2024
Q3 | – | Sell |
-46,099
| Closed | -$1.84M | – | 34 |
|
|
2024
Q2 | $1.84M | Sell |
46,099
-2,932
| -6% | -$117K | 1.59% | 26 |
|
|
2024
Q1 | $1.84M | Sell |
49,031
-14,381
| -23% | -$538K | 1.65% | 25 |
|
|
2023
Q4 | $2.14M | Buy |
+63,412
| New | +$2.14M | 1.99% | 9 |
|
|
2023
Q3 | – | Sell |
-52,425
| Closed | -$1.5M | – | 22 |
|
|
2023
Q2 | $1.5M | Buy |
52,425
+212
| +0.4% | +$6.08K | 1.51% | 28 |
|
|
2023
Q1 | $1.49M | Buy |
+52,213
| New | +$1.49M | 1.7% | 30 |
|