Bull Oak Capital’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
2026
Q1
Sell
2025
Q4
$277K Hold
2025
Q3
$260K Hold
2025
Q2
$238K Sell
2025
Q1
$212K Buy
2024
Q4
$219K Buy