BFA
Benedict Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
15,876
+8
| +0.1% | +$379 | 0.17% | 100 |
|
|
2025
Q1 | $662K | Buy |
15,868
+149
| +0.9% | +$6.22K | 0.15% | 100 |
|
|
2024
Q4 | $691K | Buy |
15,719
+3,868
| +33% | +$170K | 0.17% | 98 |
|
|
2024
Q3 | $470K | Sell |
11,851
-1,965
| -14% | -$78K | 0.11% | 108 |
|
|
2024
Q2 | $549K | Sell |
13,816
-2,501
| -15% | -$99.5K | 0.14% | 102 |
|
|
2024
Q1 | $619K | Sell |
16,317
-743
| -4% | -$28.2K | 0.16% | 104 |
|
|
2023
Q4 | $574K | Sell |
17,060
-9,815
| -37% | -$330K | 0.16% | 100 |
|
|
2023
Q3 | $736K | Sell |
26,875
-3,412
| -11% | -$93.4K | 0.21% | 96 |
|
|
2023
Q2 | $869K | Sell |
30,287
-317
| -1% | -$9.1K | 0.24% | 94 |
|
|
2023
Q1 | $875K | Buy |
30,604
+7,478
| +32% | +$214K | 0.25% | 94 |
|
|
2022
Q4 | $766K | Sell |
23,126
-166
| -0.7% | -$5.5K | 0.23% | 90 |
|
|
2022
Q3 | $703K | Buy |
23,292
+684
| +3% | +$20.6K | 0.22% | 93 |
|
|
2022
Q2 | $704K | Buy |
22,608
+966
| +4% | +$30.1K | 0.21% | 96 |
|
|
2022
Q1 | $892K | Buy |
21,642
+199
| +0.9% | +$8.2K | 0.24% | 94 |
|
|
2021
Q4 | $954K | Buy |
21,443
+6
| +0% | +$267 | 0.25% | 95 |
|
|
2021
Q3 | $910K | Buy |
21,437
+4,192
| +24% | +$178K | 0.25% | 95 |
|
|
2021
Q2 | $711K | Sell |
17,245
-6,908
| -29% | -$285K | 0.2% | 98 |
|
|
2021
Q1 | $934K | Buy |
+24,153
| New | +$934K | 0.27% | 94 |
|