Triumph Capital Management’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
Q4 | – | Sell |
-6,576
| Closed | -$261K | – | 278 |
|
|
2024
Q3 | $261K | Buy |
+6,576
| New | +$261K | 0.09% | 226 |
|
|
2023
Q4 | – | Sell |
-9,508
| Closed | -$263K | – | 221 |
|
|
2023
Q3 | $263K | Sell |
9,508
-9,672
| -50% | -$267K | 0.12% | 171 |
|
|
2023
Q2 | $550K | Buy |
19,180
+6,807
| +55% | +$195K | 0.25% | 86 |
|
|
2023
Q1 | $354K | Sell |
12,373
-2,148
| -15% | -$61.4K | 0.18% | 116 |
|
|
2022
Q4 | $481K | Buy |
+14,521
| New | +$481K | 0.26% | 92 |
|
|
2022
Q3 | – | Sell |
-10,223
| Closed | -$318K | – | 189 |
|
|
2022
Q2 | $318K | Buy |
10,223
+60
| +0.6% | +$1.87K | 0.17% | 137 |
|
|
2022
Q1 | $419K | Sell |
10,163
-7,430
| -42% | -$306K | 0.18% | 124 |
|
|
2021
Q4 | $783K | Buy |
17,593
+7,600
| +76% | +$338K | 0.34% | 70 |
|
|
2021
Q3 | $424K | Buy |
9,993
+751
| +8% | +$31.9K | 0.2% | 116 |
|
|
2021
Q2 | $359K | Buy |
+9,242
| New | +$359K | 0.21% | 113 |
|