CFS Investment Advisory Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Buy |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $205K | Buy |
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