BOSSRA
B.O.S.S. Retirement Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
+6,164
| New | +$292K | 0.07% | 152 |
|
|
2025
Q1 | – | Sell |
-4,936
| Closed | -$217K | – | 171 |
|
|
2024
Q4 | $217K | Sell |
4,936
-8,692
| -64% | -$382K | 0.06% | 166 |
|
|
2024
Q3 | $541K | Buy |
13,628
+1,631
| +14% | +$64.7K | 0.11% | 144 |
|
|
2024
Q2 | $477K | Buy |
11,997
+5,584
| +87% | +$222K | 0.12% | 128 |
|
|
2024
Q1 | $216K | Sell |
6,413
-3,445
| -35% | -$116K | 0.08% | 120 |
|
|
2023
Q4 | $332K | Buy |
9,858
+1,550
| +19% | +$52.2K | 0.06% | 200 |
|
|
2023
Q3 | $227K | Sell |
8,308
-149
| -2% | -$4.08K | 0.05% | 221 |
|
|
2023
Q2 | $243K | Sell |
8,457
-77,121
| -90% | -$2.21M | 0.05% | 219 |
|
|
2023
Q1 | $2.45M | Buy |
85,578
+5,053
| +6% | +$145K | 0.58% | 49 |
|
|
2022
Q4 | $2.67M | Buy |
+80,525
| New | +$2.67M | 0.68% | 38 |
|