Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
72,802
+67,280
| +1,218% | +$3.18M | 0.56% | 61 |
|
|
2025
Q1 | $230K | Buy |
5,522
+303
| +6% | +$12.6K | 0.05% | 78 |
|
|
2024
Q4 | $229K | Sell |
5,219
-15,857
| -75% | -$697K | 0.04% | 79 |
|
|
2024
Q3 | $836K | Buy |
21,076
+15,701
| +292% | +$623K | 0.16% | 72 |
|
|
2024
Q2 | $214K | Sell |
5,375
-36,617
| -87% | -$1.46M | 0.05% | 74 |
|
|
2024
Q1 | $1.59M | Buy |
41,992
+3,816
| +10% | +$145K | 0.4% | 68 |
|
|
2023
Q4 | $1.29M | Buy |
+38,176
| New | +$1.29M | 0.43% | 66 |
|