CAG
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Centerpoint Advisory Group’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
9,208
+636
+7% +$30.1K 0.38% 60
2025
Q1
$358K Sell
8,572
-278
-3% -$11.6K 0.35% 66
2024
Q4
$389K Buy
+8,850
New +$389K 0.38% 57