Wela Strategies’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 | $238K | Buy |
5,029
+21
| +0.4% | +$994 | 0.09% | 51 |
|
|
2025
Q1 | $209K | Buy |
5,008
+19
| +0.4% | +$793 | 0.09% | 51 |
|
|
2024
Q4 | $219K | Sell |
4,989
-201
| -4% | -$8.83K | 0.09% | 52 |
|
|
2024
Q3 | $206K | Sell |
5,190
-251
| -5% | -$9.96K | 0.09% | 50 |
|
|
2024
Q2 | $216K | Buy |
5,441
+47
| +0.9% | +$1.87K | 0.1% | 48 |
|
|
2024
Q1 | $205K | Buy |
+5,394
| New | +$205K | 0.1% | 48 |
|
|
2022
Q2 | – | Sell |
-6,073
| Closed | -$250K | – | 46 |
|
|
2022
Q1 | $250K | Buy |
6,073
+33
| +0.5% | +$1.36K | 0.13% | 43 |
|
|
2021
Q4 | $269K | Sell |
6,040
-21
| -0.3% | -$935 | 0.13% | 39 |
|
|
2021
Q3 | $257K | Buy |
6,061
+18
| +0.3% | +$763 | 0.13% | 36 |
|
|
2021
Q2 | $249K | Buy |
6,043
+15
| +0.2% | +$618 | 0.1% | 41 |
|
|
2021
Q1 | $233K | Buy |
+6,028
| New | +$233K | 0.13% | 41 |
|