Allium Financial Advisors’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	$500K	Sell	10,573 -395	-4%	-$18.7K	0.37%	40
2025 Q1	$458K	Buy	+10,968	New	+$458K	0.42%	41