Benedict Financial 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 | $751K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $470K | Sell |
|
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|
2024
Q2 | $549K | Sell |
|
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|
2024
Q1 | $619K | Sell |
|
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $736K | Sell |
|
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $875K | Buy |
|
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|
2022
Q4 | $766K | Sell |
|
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $954K | Buy |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $934K | Buy |
|