Convergence Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
5,273
-409
| -7% | -$19.4K | 0.04% | 168 |
|
|
2025
Q1 | $237K | Sell |
5,682
-163
| -3% | -$6.8K | 0.05% | 155 |
|
|
2024
Q4 | $257K | Sell |
5,845
-1,181
| -17% | -$51.9K | 0.05% | 135 |
|
|
2024
Q3 | $279K | Sell |
7,026
-1,997
| -22% | -$79.2K | 0.06% | 129 |
|
|
2024
Q2 | $359K | Buy |
+9,023
| New | +$359K | 0.09% | 112 |
|