Cascade Financial 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 | $508K | Hold |
10,740
| – | – | 0.06% | 163 |
|
|
2025
Q1 | $448K | Sell |
10,740
-92
| -0.8% | -$3.84K | 0.06% | 162 |
|
|
2024
Q4 | $476K | Buy |
10,832
+112
| +1% | +$4.92K | 0.06% | 145 |
|
|
2024
Q3 | $453K | Hold |
10,720
| – | – | 0.06% | 153 |
|
|
2024
Q2 | $426K | Hold |
10,720
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $384K | Buy |
+10,720
| New | +$384K | 0.06% | 153 |
|