DCA
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DSG Capital Advisors’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-98,337
Closed -$4.1M 124
2025
Q1
$4.1M Sell
98,337
-55,315
-36% -$2.31M 0.83% 31
2024
Q4
$6.75M Buy
+153,652
New +$6.75M 1.22% 23