Stifel Trust’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $49K | Hold |
2,826
| – | – | 0.01% | 270 |
|
|
2014
Q2 | $44K | Buy |
2,826
+826
| +41% | +$12.9K | 0.01% | 285 |
|
|
2014
Q1 | $35K | Hold |
2,000
| – | – | 0.01% | 301 |
|
|
2013
Q4 | $32K | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2013
Q3 | $28K | Hold |
2,000
| – | – | 0.01% | 322 |
|
|
2013
Q2 | $26K | Buy |
+2,000
| New | +$26K | 0.01% | 315 |
|