Bard Financial Services’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 Q3	$10.4M	Sell	202,095 -1,250	-0.6%	-$61K	1.14%	23
2025 Q2	$9.62M	Sell	203,345 -12,750	-6%	-$536K	1.15%	22
2025 Q1	$9.02M	Sell	216,095 -10,230	-5%	-$456K	1.1%	22
2024 Q4	$9.95M	Sell	226,325 -3,250	-1%	-$143K	1.19%	21
2024 Q3	$9.11M	Sell	229,575 -18,295	-7%	-$733K	1.08%	26
2024 Q2	$9.86M	Sell	247,870 -1,800	-0.7%	-$69K	1.02%	27
2024 Q1	$9.47M	Sell	249,670 -1,400	-0.6%	-$48.1K	1.01%	30
2023 Q4	$8.45M	Sell	251,070 -3,985	-2%	-$116K	0.95%	29
2023 Q3	$6.98M	Buy	255,055 +7,900	+3%	+$234K	0.86%	34
2023 Q2	$7.09M	Buy	247,155 +750	+0.3%	+$21.4K	0.54%	55
2023 Q1	$7.05M	Buy	246,405 +4,375	+2%	+$144K	0.56%	48
2022 Q4	$8.02M	Sell	242,030 -25	-0%	-$861	0.68%	39
2022 Q3	$7.31M	Buy	242,055 +4,805	+2%	+$161K	0.69%	35
2022 Q2	$7.39M	Buy	237,250 +5,695	+2%	+$205K	0.67%	38
2022 Q1	$9.54M	Buy	231,555 +1,250	+0.5%	+$56.4K	0.78%	32
2021 Q4	$10.2M	Buy	230,305 +1,025	+0.4%	+$46.7K	0.83%	28
2021 Q3	$9.73M	Sell	229,280 -750	-0.3%	-$30.2K	0.86%	28
2021 Q2	$9.48M	Buy	230,030 +4,675	+2%	+$192K	0.84%	30
2021 Q1	$8.72M	Buy	225,355 +7,400	+3%	+$255K	0.85%	32
2020 Q4	$6.61M	Buy	+217,955	New	+$5.84M	0.66%	41