Centurion Wealth 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
$467K Buy
9,862
+225
+2% +$10.6K 0.13% 128
2025
Q1
$424K Hold
9,637
0.13% 120
2024
Q4
$424K Buy
9,637
+142
+1% +$6.24K 0.13% 120
2024
Q3
$377K Buy
+9,495
New +$377K 0.12% 126
2024
Q1
$358K Buy
+9,444
New +$358K 0.14% 109