Steward Financial Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $153K | Buy |
5,621
+43
| +0.8% | +$1.17K | 0.05% | 81 |
|
|
2023
Q2 | $160K | Sell |
5,578
-289
| -5% | -$8.29K | 0.05% | 74 |
|
|
2023
Q1 | $167K | Buy |
5,867
+662
| +13% | +$18.8K | 0.06% | 48 |
|
|
2022
Q4 | $172K | Buy |
+5,205
| New | +$172K | 0.09% | 38 |
|
|
2022
Q3 | – | Sell |
-5,205
| Closed | -$162K | – | 179 |
|
|
2022
Q2 | $162K | Buy |
5,205
+145
| +3% | +$4.51K | 0.13% | 42 |
|
|
2022
Q1 | $208K | Buy |
5,060
+2,000
| +65% | +$82.2K | 0.19% | 34 |
|
|
2021
Q4 | $136K | Buy |
+3,060
| New | +$136K | 0.13% | 36 |
|