Capstone Financial Advisors’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
Q2
$215K Buy
2025
Q1
Sell
2024
Q4
$241K Hold
2024
Q3
$218K Buy
2018
Q1
Sell
2017
Q4
$207K Buy
2017
Q3
Sell
2017
Q2
$212K Buy
2016
Q3
Sell
2016
Q2
$140K Sell
2016
Q1
$144K Buy