Strategic Family Wealth Counselors’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 | $378K | Sell |
7,998
-281
| -3% | -$13.3K | 0.11% | 109 |
|
|
2025
Q1 | $345K | Buy |
8,279
+236
| +3% | +$9.85K | 0.11% | 104 |
|
|
2024
Q4 | $353K | Buy |
8,043
+2,549
| +46% | +$112K | 0.12% | 102 |
|
|
2024
Q3 | $218K | Sell |
5,494
-3
| -0.1% | -$119 | 0.08% | 124 |
|
|
2024
Q2 | $219K | Buy |
5,497
+32
| +0.6% | +$1.27K | 0.08% | 113 |
|
|
2024
Q1 | $207K | Buy |
+5,465
| New | +$207K | 0.08% | 112 |
|
|
2022
Q1 | – | Sell |
-4,646
| Closed | -$207K | – | 102 |
|
|
2021
Q4 | $207K | Sell |
4,646
-572
| -11% | -$25.5K | 0.07% | 99 |
|
|
2021
Q3 | $221K | Buy |
+5,218
| New | +$221K | 0.08% | 87 |
|