CWS Financial Advisors’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	$220K	Buy	+4,657	New	+$220K	0.06%	129
2025 Q1	–	Sell	-4,632	Closed	-$204K	–	130
2024 Q4	$204K	Buy	+4,632	New	+$204K	0.07%	122