Dogwood Wealth Management’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 | $38.6K | Sell |
818
-15,184
| -95% | -$716K | 0.02% | 133 |
|
|
2025
Q1 | $668K | Buy |
16,002
+1,107
| +7% | +$46.2K | 0.35% | 66 |
|
|
2024
Q4 | $655K | Buy |
14,895
+2,953
| +25% | +$130K | 0.35% | 53 |
|
|
2024
Q3 | $474K | Buy |
11,942
+1,080
| +10% | +$42.9K | 0.27% | 74 |
|
|
2024
Q2 | $432K | Buy |
10,862
+1,438
| +15% | +$57.2K | 0.27% | 53 |
|
|
2024
Q1 | $357K | Buy |
9,424
+888
| +10% | +$33.7K | 0.24% | 59 |
|
|
2023
Q4 | $287K | Buy |
+8,536
| New | +$287K | 0.22% | 62 |
|