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Carter Financial Group’s Bank of America BAC Stock Holding History

Carter Financial Group’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$330K Buy
+6,974
New +$330K 0.22% 73
2022
Q1 		$252K Buy
+6,113
New +$252K 0.34% 42