Clearview Wealth 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 Q4	$665K	Sell	12,093 -733	-6%	-$38.7K	0.42%	49
2025 Q3	$662K	Sell	12,826 -345	-3%	-$16.8K	0.42%	48
2025 Q2	$623K	Sell	13,171 -59	-0.4%	-$2.48K	0.43%	47
2025 Q1	$552K	Sell	13,230 -211	-2%	-$9.4K	0.41%	48
2024 Q4	$591K	Sell	13,441 -131	-1%	-$5.76K	0.45%	43
2024 Q3	$539K	Sell	13,572 -6,595	-33%	-$264K	0.42%	49
2024 Q2	$802K	Sell	20,167 -964	-5%	-$36.9K	0.7%	33
2024 Q1	$801K	Sell	21,131 -780	-4%	-$26.8K	0.82%	29
2023 Q4	$738K	Sell	21,911 -499	-2%	-$14.5K	0.86%	42
2023 Q3	$614K	Sell	22,410 -679	-3%	-$20.1K	0.76%	47
2023 Q2	$662K	Sell	23,089 -95	-0.4%	-$2.71K	0.67%	44
2023 Q1	$663K	Sell	23,184 -10,307	-31%	-$340K	0.67%	45
2022 Q4	$1.11M	Sell	33,491 -5,183	-13%	-$179K	0.86%	24
2022 Q3	$1.17M	Buy	38,674 +1,026	+3%	+$34.3K	0.93%	19
2022 Q2	$1.17M	Buy	37,648 +1,806	+5%	+$65K	0.88%	21
2022 Q1	$1.48M	Buy	35,842 +2,849	+9%	+$129K	0.97%	21
2021 Q4	$1.47M	Buy	32,993 +1,094	+3%	+$49.8K	0.89%	24
2021 Q3	$1.35M	Buy	31,899 +1,153	+4%	+$46.4K	0.86%	26
2021 Q2	$1.27M	Sell	30,746 -56	-0.2%	-$2.3K	0.78%	30
2021 Q1	$1.19M	Sell	30,802 -3	-0%	-$104	0.77%	32
2020 Q4	$934K	Buy	+30,805	New	+$826K	0.63%	37