Cyndeo Wealth Partners’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 | $1.34M | Buy |
28,394
+221
| +0.8% | +$10.5K | 0.08% | 194 |
|
|
2025
Q1 | $1.18M | Sell |
28,173
-786
| -3% | -$32.8K | 0.08% | 194 |
|
|
2024
Q4 | $1.27M | Sell |
28,959
-141
| -0.5% | -$6.2K | 0.09% | 193 |
|
|
2024
Q3 | $1.15M | Buy |
29,100
+5,205
| +22% | +$207K | 0.08% | 202 |
|
|
2024
Q2 | $950K | Buy |
23,895
+5,726
| +32% | +$228K | 0.07% | 217 |
|
|
2024
Q1 | $689K | Buy |
18,169
+376
| +2% | +$14.3K | 0.06% | 231 |
|
|
2023
Q4 | $599K | Sell |
17,793
-1,618
| -8% | -$54.5K | 0.06% | 230 |
|
|
2023
Q3 | $531K | Sell |
19,411
-203
| -1% | -$5.56K | 0.06% | 219 |
|
|
2023
Q2 | $563K | Sell |
19,614
-478
| -2% | -$13.7K | 0.06% | 208 |
|
|
2023
Q1 | $575K | Buy |
20,092
+734
| +4% | +$21K | 0.06% | 209 |
|
|
2022
Q4 | $641K | Buy |
+19,358
| New | +$641K | 0.08% | 193 |
|