Bank of America’s Urgent.ly ULY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71 Buy
11
+3
+38% +$19 ﹤0.01% 6994
2025
Q1
$37 Hold
8
﹤0.01% 6974
2024
Q4
$47 Hold
8
﹤0.01% 6949
2024
Q3
$62 Buy
8
+1
+14% +$8 ﹤0.01% 6869
2024
Q2
$144 Sell
7
-2
-22% -$41 ﹤0.01% 6732
2024
Q1
$194 Buy
9
+8
+800% +$172 ﹤0.01% 6446
2023
Q4
$22 Buy
+1
New +$22 ﹤0.01% 6667