TL Private Wealth’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 | $296K | Hold |
6,076
| – | – | 0.12% | 35 |
|
|
2025
Q1 | $213K | Hold |
6,076
| – | – | 0.11% | 36 |
|
|
2024
Q4 | $286K | Hold |
6,076
| – | – | 0.13% | 33 |
|
|
2024
Q3 | $243K | Hold |
6,076
| – | – | 0.11% | 40 |
|
|
2024
Q2 | $268K | Hold |
6,076
| – | – | 0.12% | 33 |
|
|
2024
Q1 | $229K | Hold |
6,076
| – | – | 0.11% | 36 |
|
|
2023
Q4 | $205K | Buy |
+6,076
| New | +$205K | 0.11% | 43 |
|
|
2022
Q2 | – | Sell |
-6,026
| Closed | -$226K | – | 44 |
|
|
2022
Q1 | $226K | Sell |
6,026
-150
| -2% | -$5.63K | 0.12% | 42 |
|
|
2021
Q4 | $281K | Hold |
6,176
| – | – | 0.16% | 38 |
|
|
2021
Q3 | $296K | Buy |
6,176
+400
| +7% | +$19.2K | 0.16% | 38 |
|
|
2021
Q2 | $238K | Hold |
5,776
| – | – | 0.14% | 45 |
|
|
2021
Q1 | $231K | Buy |
+5,776
| New | +$231K | 0.14% | 45 |
|
|
2020
Q1 | – | Sell |
-5,776
| Closed | -$200K | – | 41 |
|
|
2019
Q4 | $200K | Buy |
+5,776
| New | +$200K | 0.17% | 43 |
|