Atria Wealth Solutions’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 Q2	$4.79M	Sell	100,666 -166,921	-62%	-$7.02M	0.11%	217
2025 Q1	$11.2M	Sell	267,587 -54,272	-17%	-$2.42M	0.13%	163
2024 Q4	$14.1M	Sell	321,859 -2,884	-0.9%	-$127K	0.16%	141
2024 Q3	$12.9M	Sell	324,743 -19,253	-6%	-$772K	0.14%	160
2024 Q2	$13.7M	Sell	343,996 -14,676	-4%	-$562K	0.15%	142
2024 Q1	$13.7M	Buy	358,672 +11,238	+3%	+$386K	0.15%	144
2023 Q4	$11.7M	Sell	347,434 -13,989	-4%	-$407K	0.15%	150
2023 Q3	$9.9M	Sell	361,423 -24,404	-6%	-$722K	0.14%	159
2023 Q2	$11.1M	Sell	385,827 -26,278	-6%	-$750K	0.15%	140
2023 Q1	$11.8M	Sell	412,105 -8,305	-2%	-$274K	0.17%	129
2022 Q4	$13.9M	Buy	420,410 +26,765	+7%	+$922K	0.22%	102
2022 Q3	$11.9M	Sell	393,645 -17,451	-4%	-$583K	0.21%	106
2022 Q2	$13.4M	Buy	411,096 +88,425	+27%	+$3.18M	0.27%	89
2022 Q1	$13.3M	Buy	+322,671	New	+$14.6M	0.22%	97