CIA
Concurrent Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
349,871
+77,277
| +28% | +$3.66M | 0.32% | 65 |
|
|
2025
Q1 | $11.4M | Buy |
272,594
+7,251
| +3% | +$303K | 0.28% | 84 |
|
|
2024
Q4 | $11.7M | Sell |
265,343
-453
| -0.2% | -$19.9K | 0.31% | 70 |
|
|
2024
Q3 | $10.5M | Buy |
265,796
+20,846
| +9% | +$827K | 0.31% | 78 |
|
|
2024
Q2 | $9.74M | Buy |
244,950
+98,917
| +68% | +$3.93M | 0.32% | 72 |
|
|
2024
Q1 | $5.54M | Buy |
146,033
+5,337
| +4% | +$202K | 0.22% | 103 |
|
|
2023
Q4 | $4.74M | Buy |
+140,696
| New | +$4.74M | 0.22% | 100 |
|