Sweet Financial Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $759K | Sell |
19,138
-244
| -1% | -$9.68K | 0.16% | 98 |
|
|
2024
Q2 | $771K | Sell |
19,382
-1,277
| -6% | -$50.8K | 0.18% | 92 |
|
|
2024
Q1 | $783K | Buy |
20,659
+1,130
| +6% | +$42.9K | 0.18% | 89 |
|
|
2023
Q4 | $658K | Buy |
19,529
+344
| +2% | +$11.6K | 0.16% | 98 |
|
|
2023
Q3 | $525K | Buy |
19,185
+250
| +1% | +$6.85K | 0.14% | 102 |
|
|
2023
Q2 | $543K | Sell |
18,935
-700
| -4% | -$20.1K | 0.14% | 101 |
|
|
2023
Q1 | $562K | Buy |
19,635
+517
| +3% | +$14.8K | 0.16% | 98 |
|
|
2022
Q4 | $633K | Buy |
19,118
+783
| +4% | +$25.9K | 0.19% | 86 |
|
|
2022
Q3 | $554K | Sell |
18,335
-12,662
| -41% | -$383K | 0.18% | 81 |
|
|
2022
Q2 | $965K | Buy |
30,997
+7,555
| +32% | +$235K | 0.3% | 46 |
|
|
2022
Q1 | $966K | Buy |
23,442
+12,736
| +119% | +$525K | 0.26% | 50 |
|
|
2021
Q4 | $476K | Buy |
+10,706
| New | +$476K | 0.2% | 72 |
|