Charles Carroll Financial Partners’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
2023
Q4
$1.52M Sell
2023
Q3
$1.46M Hold
2023
Q2
$1.53M Sell
2023
Q1
$2.86M Sell
2022
Q4
$3.79M Sell
2022
Q3
$3.77M Sell
2022
Q2
$3.93M Sell
2022
Q1
$5.21M Sell
2021
Q4
$5.69M Buy