Concurrent Investment Advisors’s Bank of America BAC Stock Holding History

Concurrent Investment Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.4M	Buy
2025 Q2	$16.6M	Buy
2025 Q1	$11.4M	Buy
2024 Q4	$11.7M	Sell
2024 Q3	$10.5M	Buy
2024 Q2	$9.74M	Buy
2024 Q1	$5.54M	Buy
2023 Q4	$4.74M	Buy