Beacon Financial Advisory’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 | $541K | Buy |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $335K | Buy |
|
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|
2024
Q3 | $276K | Sell |
|
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|
2024
Q2 | $283K | Sell |
|
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $800K | Sell |
|
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $670K | Buy |
|
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|
2023
Q1 | $638K | Buy |
|
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $971K | Buy |
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|
2021
Q3 | $921K | Hold |
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|
2021
Q2 | $895K | Sell |
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|
2021
Q1 | $868K | Buy |
|