Stone House Investment Management’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 | $13.5K | Buy |
285
+2
| +0.7% | +$95 | ﹤0.01% | 241 |
|
|
2025
Q1 | $11.8K | Buy |
+283
| New | +$11.8K | ﹤0.01% | 238 |
|
|
2024
Q4 | – | Sell |
-280
| Closed | -$11.1K | – | 77 |
|
|
2024
Q3 | $11.1K | Buy |
280
+2
| +0.7% | +$79 | ﹤0.01% | 217 |
|
|
2024
Q2 | $11.1K | Buy |
278
+2
| +0.7% | +$80 | ﹤0.01% | 218 |
|
|
2024
Q1 | $10.5K | Buy |
276
+1
| +0.4% | +$38 | ﹤0.01% | 227 |
|
|
2023
Q4 | $9.25K | Buy |
275
+2
| +0.7% | +$67 | ﹤0.01% | 166 |
|
|
2023
Q3 | $7.47K | Buy |
273
+3
| +1% | +$82 | ﹤0.01% | 178 |
|
|
2023
Q2 | $7.76K | Sell |
270
-1,002
| -79% | -$28.8K | ﹤0.01% | 176 |
|
|
2023
Q1 | $36.4K | Buy |
+1,272
| New | +$36.4K | 0.01% | 100 |
|
|
2019
Q2 | – | Sell |
-3,191
| Closed | -$88K | – | 47 |
|
|
2019
Q1 | $88K | Buy |
+3,191
| New | +$88K | 0.05% | 66 |
|