Allegheny Financial Group’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
$920K Sell
2025
Q2
$845K Sell
2025
Q1
$786K Buy
2024
Q4
$788K Sell
2024
Q3
$800K Sell
2024
Q2
$849K Buy
2024
Q1
$716K Sell
2023
Q4
$733K Buy
2023
Q3
$574K Buy
2023
Q2
$593K Buy
2023
Q1
$586K Buy
2022
Q4
$678K Buy
2022
Q3
$616K Buy
2022
Q2
$634K Sell
2022
Q1
$858K Buy
2021
Q4
$923K Buy
2021
Q3
$879K Sell
2021
Q2
$858K Buy
2021
Q1
$793K Sell
2020
Q4
$629K Buy