Caerus Investment Advisors’s Bank of America BAC Stock Holding History

Caerus Investment Advisors’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$925K	Buy
2025 Q3	$782K	Buy
2023 Q4	–	Sell
2023 Q3	$550K	Hold
2023 Q2	$577K	Hold
2023 Q1	$575K	Hold
2022 Q4	$666K	Sell
2022 Q3	$758K	Hold
2022 Q2	$781K	Hold
2022 Q1	$913K	Buy