Centennial Wealth Advisory’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 | $323K | Buy |
6,819
+58
| +0.9% | +$2.75K | 0.1% | 121 |
|
|
2025
Q1 | $282K | Buy |
6,761
+449
| +7% | +$18.7K | 0.1% | 122 |
|
|
2024
Q4 | $277K | Buy |
6,312
+124
| +2% | +$5.45K | 0.11% | 120 |
|
|
2024
Q3 | $246K | Buy |
6,188
+588
| +11% | +$23.3K | 0.1% | 126 |
|
|
2024
Q2 | $223K | Buy |
+5,600
| New | +$223K | 0.1% | 133 |
|
|
2023
Q2 | – | Sell |
-12,077
| Closed | -$345K | – | 127 |
|
|
2023
Q1 | $345K | Buy |
12,077
+1,753
| +17% | +$50.1K | 0.18% | 79 |
|
|
2022
Q4 | $342K | Buy |
10,324
+970
| +10% | +$32.1K | 0.19% | 76 |
|
|
2022
Q3 | $282K | Buy |
9,354
+1,275
| +16% | +$38.4K | 0.17% | 68 |
|
|
2022
Q2 | $251K | Buy |
+8,079
| New | +$251K | 0.14% | 93 |
|