CGF
Constant Guidance Financial’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
3,452
-18,350
| -84% | -$868K | 0.16% | 36 |
|
|
2025
Q1 | $910K | Buy |
+21,802
| New | +$910K | 1.14% | 15 |
|
|
2024
Q4 | – | Sell |
-64,748
| Closed | -$2.57M | – | 37 |
|
|
2024
Q3 | $2.57M | Buy |
64,748
+10,214
| +19% | +$405K | 2.1% | 11 |
|
|
2024
Q2 | $2.17M | Sell |
54,534
-55,062
| -50% | -$2.19M | 2.25% | 10 |
|
|
2024
Q1 | $4.06M | Buy |
109,596
+92,531
| +542% | +$3.43M | 3.74% | 4 |
|
|
2023
Q4 | $575K | Buy |
+17,065
| New | +$575K | 0.59% | 20 |
|