Collective Family Office’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 | $277K | Sell |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $289K | Buy |
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