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Resource Planning Group

SEC CIK
0001537147
Latest filing
Jan 10, 2024

BAC holding history

Bank of America Corp in every 13F filed by Resource Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q4 2023 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of BAC by Resource Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−6,491−100.0%Sold outHolders
Q4 20226,491$215.0K0.2%+6,491NewHolders
Q3 20220$00.0%−8,741−100.0%Sold outHolders
Q2 20228,741$272.0K0.2%00.0%UnchangedHolders
Q1 20228,741$360.0K0.3%00.0%UnchangedHolders
Q4 20218,741$389.0K0.3%−2,522−22.4%ReducedHolders
Q3 202111,263$478.0K0.3%00.0%UnchangedHolders
Q2 202111,263$464.0K0.3%+699+6.6%AddedHolders
Q1 202110,564$409.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.