DDFG Inc’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
$369K Sell
7,800
-382
-5% -$18.1K 0.09% 56
2025
Q1
$341K Sell
8,182
-199
-2% -$8.3K 0.09% 56
2024
Q4
$368K Hold
8,381
0.11% 56
2024
Q3
$333K Sell
8,381
-249
-3% -$9.88K 0.1% 60
2024
Q2
$343K Buy
8,630
+1,002
+13% +$39.9K 0.11% 61
2024
Q1
$289K Sell
7,628
-183
-2% -$6.94K 0.09% 61
2023
Q4
$263K Buy
7,811
+187
+2% +$6.3K 0.09% 62
2023
Q3
$209K Sell
7,624
-162
-2% -$4.44K 0.08% 66
2023
Q2
$223K Buy
7,786
+3
+0% +$86 0.08% 65
2023
Q1
$223K Buy
7,783
+2
+0% +$57 0.09% 67
2022
Q4
$258K Buy
+7,781
New +$258K 0.11% 57