Charter Oak Capital Management’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 | $290K | Sell |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $715K | Sell |
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|
2021
Q3 | $710K | Sell |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $499K | Buy |
|