Concord Asset Management (Virginia)’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
$1.36M Sell
2025
Q2
$1.56M Buy
2025
Q1
$1.04M Buy
2024
Q4
$761K Buy
2024
Q3
$630K Buy
2024
Q2
$619K Sell
2024
Q1
$1.84M Buy
2023
Q4
$1.35M Buy
2023
Q3
$825K Buy
2023
Q2
$658K Buy
2023
Q1
$498K Buy