Bush Investment Group’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
$274K Hold
5,792
0.18% 35
2025
Q1
$242K Sell
5,792
-240
-4% -$10K 0.18% 34
2024
Q4
$265K Hold
6,032
0.21% 31
2024
Q3
$239K Buy
+6,032
New +$239K 0.19% 30