Clear Rock Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$3.38M Buy
85,025
+3,027
+4% +$120K 1.44% 21
2024
Q1
$3.11M Buy
81,998
+1,425
+2% +$54K 1.35% 24
2023
Q4
$2.66M Buy
+80,573
New +$2.66M 1.2% 26