Davidson Trust Company’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 | $256K | Sell |
5,409
-493
| -8% | -$23.3K | 0.12% | 141 |
|
|
2025
Q1 | $246K | Buy |
5,902
+200
| +4% | +$8.35K | 0.12% | 147 |
|
|
2024
Q4 | $251K | Sell |
5,702
-80
| -1% | -$3.52K | 0.13% | 139 |
|
|
2024
Q3 | $229K | Buy |
+5,782
| New | +$229K | 0.12% | 148 |
|
|
2022
Q2 | – | Sell |
-5,008
| Closed | -$207K | – | 111 |
|
|
2022
Q1 | $207K | Buy |
+5,008
| New | +$207K | 0.15% | 122 |
|