Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,398
| Closed | -$64K | – | 137 |
|
|
2021
Q4 | $64K | Buy |
1,398
+1
| +0.1% | +$46 | 0.03% | 193 |
|
|
2021
Q3 | $68K | Hold |
1,397
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $57K | Buy |
1,397
+1
| +0.1% | +$41 | 0.03% | 201 |
|
|
2021
Q1 | $56K | Hold |
1,396
| – | – | 0.03% | 201 |
|
|
2020
Q4 | $42K | Buy |
1,396
+1
| +0.1% | +$30 | 0.03% | 211 |
|
|
2020
Q3 | $34K | Buy |
1,395
+1
| +0.1% | +$24 | 0.02% | 219 |
|
|
2020
Q2 | $32K | Sell |
1,394
-100
| -7% | -$2.3K | 0.03% | 212 |
|
|
2020
Q1 | $35K | Buy |
1,494
+1,009
| +208% | +$23.6K | 0.03% | 195 |
|
|
2019
Q4 | $17K | Buy |
+485
| New | +$17K | 0.02% | 251 |
|