AdviceOne Advisory Services’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	$336K	Buy	7,092 +198	+3%	+$9.37K	0.25%	21
2025 Q1	$288K	Buy	6,894 +32	+0.5%	+$1.34K	0.23%	22
2024 Q4	$302K	Buy	+6,862	New	+$302K	0.27%	18