Diversify Advisory Services’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
2026
Q1
Sell
2025
Q4
$5.24M Sell
2025
Q3
$5.31M Buy
2025
Q2
$4.61M Buy
2025
Q1
$3.61M Buy
2024
Q4
$3.65M Sell
2024
Q3
$4.18M Sell
2024
Q2
$4.46M Sell
2024
Q1
$4.73M Buy