CarsonAllaria Wealth Management’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
Q3 | – | Sell |
|
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|
2025
Q2 | $140K | Buy |
|
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|
2025
Q1 | $117K | Buy |
|
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|
2024
Q4 | $124K | Buy |
|
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|
2024
Q3 | $112K | Buy |
|
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|
2024
Q2 | $95.9K | Buy |
|
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|
2024
Q1 | $91.2K | Buy |
|
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|
2023
Q4 | $80.9K | Sell |
|
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|
2023
Q3 | $93.2K | Buy |
|
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|
2023
Q2 | $68.9K | Buy |
|
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|
2023
Q1 | $68.6K | Buy |
|
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|
2022
Q4 | $79K | Buy |
|
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|
2022
Q3 | $72K | Buy |
|
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|
2022
Q2 | $74K | Buy |
|
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|
2022
Q1 | $98K | Buy |
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|
2021
Q4 | $17K | Buy |
|