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
2025
Q2
$1.84M Buy
2025
Q1
$1.62M Buy
2024
Q4
$1.7M Buy
2024
Q3
$1.46M Buy
2024
Q2
$1.44M Sell
2024
Q1
$1.39M Buy
2023
Q4
$1.22M Buy
2023
Q3
$324K Buy
2023
Q2
$339K Buy
2023
Q1
$332K Buy
2022
Q4
$384K Buy
2022
Q3
$350K Buy
2022
Q2
$361K Sell
2022
Q1
$529K Sell
2021
Q4
$581K Buy