AssuredPartners Investment 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	$5.13M	Buy	108,308 +7,339	+7%	+$347K	1.25%	21
2025 Q1	$4.21M	Buy	100,969 +6,098	+6%	+$254K	0.81%	27
2024 Q4	$4.17M	Buy	+94,871	New	+$4.17M	0.81%	29