Delos Wealth Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.7K Hold
2025
Q2
$1.56K Buy
2025
Q1
Sell
2024
Q4
$958 Hold
2024
Q3
$860 Sell
2024
Q2
$25.9K Sell
2024
Q1
$25.9K Buy
2023
Q4
$4.57K Sell
2023
Q3
$25.4K Hold
2023
Q2
$25.4K Hold
2023
Q1
$25.3K Sell
2022
Q4
$43.4K Hold
2022
Q3
$40K Buy
2022
Q2
$38K Buy
2022
Q1
$51K Hold
2021
Q4
$55K Buy
2021
Q3
$20K Hold
2021
Q2
$20K Buy