Addison Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $821K | Buy |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $827K | Buy |
|
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $95K | Buy |
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|
2021
Q2 | $91K | Buy |
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|
2020
Q4 | $67K | Buy |
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