Community Financial Services Group’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
Q2 | $8M | Buy |
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|
2025
Q1 | $6.81M | Buy |
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|
2024
Q4 | $5.48M | Buy |
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|
2024
Q3 | $4.66M | Buy |
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|
2024
Q2 | $4.63M | Buy |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $298K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $211K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $47K | Hold |
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|
2015
Q2 | $52K | Hold |
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|
2015
Q1 | $47K | Hold |
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|
2014
Q4 | $54K | Hold |
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|
2014
Q3 | $52K | Hold |
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|
2014
Q2 | $47K | Hold |
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|
2014
Q1 | $52K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $97K | Hold |
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|
2013
Q2 | $91K | Buy |
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