Stonebrook Private’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 | $898K | Sell |
18,979
-605
| -3% | -$28.6K | 0.21% | 90 |
|
|
2025
Q1 | $817K | Buy |
19,584
+1,081
| +6% | +$45.1K | 0.21% | 92 |
|
|
2024
Q4 | $813K | Buy |
18,503
+804
| +5% | +$35.3K | 0.21% | 90 |
|
|
2024
Q3 | $702K | Buy |
17,699
+1,239
| +8% | +$49.2K | 0.19% | 102 |
|
|
2024
Q2 | $655K | Buy |
16,460
+1,084
| +7% | +$43.1K | 0.19% | 103 |
|
|
2024
Q1 | $583K | Buy |
15,376
+1,509
| +11% | +$57.2K | 0.17% | 108 |
|
|
2023
Q4 | $467K | Buy |
+13,867
| New | +$467K | 0.16% | 119 |
|