Beacon Investment Advisors’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 | $3.93M | Sell |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $265K | Buy |
|