Carson Advisory’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 | $2.77M | Sell |
|
|||||
|
2025
Q1 | $2.49M | Sell |
|
|||||
|
2024
Q4 | $2.66M | Sell |
|
|||||
|
2024
Q3 | $2.45M | Sell |
|
|||||
|
2024
Q2 | $2.47M | Sell |
|
|||||
|
2024
Q1 | $2.37M | Buy |
|
|||||
|
2023
Q4 | $2.03M | Buy |
|
|||||
|
2023
Q3 | $1.57M | Buy |
|
|||||
|
2023
Q2 | $1.6M | Sell |
|
|||||
|
2023
Q1 | $1.62M | Sell |
|
|||||
|
2022
Q4 | $2.38M | Buy |
|
|||||
|
2022
Q3 | $2.13M | Buy |
|
|||||
|
2022
Q2 | $2.13M | Buy |
|
|||||
|
2022
Q1 | $2.52M | Sell |
|
|||||
|
2021
Q4 | $2.76M | Buy |
|