DAS
Diversify Advisory Services’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.61M | Buy |
97,016
+6,721
| +7% | +$319K | 0.18% | 94 |
|
2025
Q1 | $3.61M | Buy |
90,295
+9,315
| +12% | +$373K | 0.23% | 77 |
|
2024
Q4 | $3.65M | Sell |
80,980
-17,777
| -18% | -$802K | 0.2% | 73 |
|
2024
Q3 | $4.18M | Sell |
98,757
-8,851
| -8% | -$374K | 0.22% | 83 |
|
2024
Q2 | $4.46M | Sell |
107,608
-18,447
| -15% | -$764K | 0.24% | 77 |
|
2024
Q1 | $4.73M | Buy |
+126,055
| New | +$4.73M | 0.28% | 78 |
|