Brown, Lisle/Cummings’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 | $1.97M | Sell |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.62M | Buy |
|
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|
2024
Q4 | $1.7M | Buy |
|
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|
2024
Q3 | $1.46M | Buy |
|
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.39M | Buy |
|
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|
2023
Q4 | $1.22M | Buy |
|
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $339K | Buy |
|
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $361K | Sell |
|
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $581K | Buy |
|