Cetera Trust Company’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 | $3.17M | Buy |
66,993
+125
| +0.2% | +$5.92K | 1.89% | 12 |
|
|
2025
Q1 | $2.79M | Hold |
66,868
| – | – | 1.78% | 14 |
|
|
2024
Q4 | $2.94M | Sell |
66,868
-350
| -0.5% | -$15.4K | 1.91% | 10 |
|
|
2024
Q3 | $2.67M | Sell |
67,218
-2,070
| -3% | -$82.1K | 1.63% | 15 |
|
|
2024
Q2 | $2.76M | Sell |
69,288
-5,605
| -7% | -$223K | 1.73% | 12 |
|
|
2024
Q1 | $2.84M | Sell |
74,893
-550
| -0.7% | -$20.9K | 1.71% | 16 |
|
|
2023
Q4 | $2.54M | Buy |
+75,443
| New | +$2.54M | 1.58% | 20 |
|