Cary Street Partners’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.95M	Buy	146,781 +28,413	+24%	+$1.34M	0.2%	130
2025 Q1	$4.94M	Sell	118,368 -4,569	-4%	-$191K	0.16%	150
2024 Q4	$5.4M	Buy	+122,937	New	+$5.4M	0.18%	130