Copley Financial Group’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	$577K	Sell	12,196 -1,111	-8%	-$52.6K	0.43%	40
2025 Q1	$555K	Sell	13,307 -61	-0.5%	-$2.55K	0.43%	46
2024 Q4	$588K	Sell	13,368 -491	-4%	-$21.6K	0.45%	45
2024 Q3	$550K	Buy	+13,859	New	+$550K	0.5%	43