Brown Financial Advisors’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Sell	33,182 -2,038	-6%	-$96.4K	0.61%	60
2025 Q1	$1.47M	Buy	35,220 +3,629	+11%	+$151K	0.61%	60
2024 Q4	$1.39M	Buy	31,591 +1,124	+4%	+$49.4K	0.56%	57
2024 Q3	$1.21M	Sell	30,467 -9,490	-24%	-$377K	0.5%	64
2024 Q2	$1.59M	Buy	+39,957	New	+$1.59M	0.71%	44