Bull Oak Capital’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
$238K Sell
5,036
-46
-0.9% -$2.18K 0.11% 27
2025
Q1
$212K Buy
5,082
+105
+2% +$4.38K 0.12% 23
2024
Q4
$219K Buy
+4,977
New +$219K 0.12% 23