Dogwood Wealth Management’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
Q2
$38.6K Sell
2025
Q1
$668K Buy
2024
Q4
$655K Buy
2024
Q3
$474K Buy
2024
Q2
$432K Buy
2024
Q1
$357K Buy
2023
Q4
$287K Buy