Confluence Wealth Services’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 | $864K | Sell |
|
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|
2025
Q1 | $741K | Sell |
|
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|
2024
Q4 | $896K | Sell |
|
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|
2024
Q3 | $833K | Buy |
|
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|
2024
Q2 | $797K | Buy |
|
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|
2024
Q1 | $681K | Buy |
|
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|
2023
Q4 | $423K | Buy |
|
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|
2023
Q3 | $337K | Buy |
|
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|
2023
Q2 | $353K | Sell |
|
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|
2023
Q1 | $359K | Buy |
|
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|
2022
Q4 | $341K | Buy |
|
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|
2022
Q3 | $280K | Sell |
|
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|
2022
Q2 | $344K | Sell |
|
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|
2022
Q1 | $427K | Buy |
|
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|
2021
Q4 | $461K | Buy |
|