CGN Advisors’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 | $343K | Sell |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $331K | Buy |
|
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|
2024
Q3 | $282K | Buy |
|
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|
2024
Q2 | $275K | Sell |
|
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|
2024
Q1 | $325K | Buy |
|
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|
2023
Q4 | $233K | Sell |
|
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $274K | Sell |
|
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|
2023
Q1 | $299K | Buy |
|
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $329K | Buy |
|