Cassia Capital Partners’s Bank of America BAC Stock Holding History

Cassia Capital Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.41M	Buy
2025 Q2	$1.14M	Buy
2025 Q1	$963K	Buy
2024 Q4	$663K	Buy
2022 Q4	–	Sell
2022 Q3	$267K	Buy
2022 Q2	$219K	Hold
2022 Q1	$289K	Buy
2021 Q4	$306K	Buy
2021 Q3	–	Sell
2021 Q2	$232K	Buy