Cascades Capital Asset Management’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	$837K	Buy	17,686 +1,723	+11%	+$81.5K	0.43%	46
2025 Q1	$666K	Buy	15,963 +1,916	+14%	+$80K	0.36%	47
2024 Q4	$617K	Buy	14,047 +1,484	+12%	+$65.2K	0.33%	53
2024 Q3	$499K	Buy	+12,563	New	+$499K	0.27%	61