Empire Financial Management Company’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	$6.25M	Sell	128,155 -10,383	-7%	-$536K	1.41%	16
2025 Q4	$7.62M	Sell	138,538 -8,885	-6%	-$470K	1.66%	12
2025 Q3	$7.61M	Buy	147,423 +89,007	+152%	+$4.34M	1.74%	8
2025 Q2	$2.76M	Hold	58,416	–	–	0.8%	37
2025 Q1	$2.44M	Hold	58,416	–	–	0.75%	39
2024 Q4	$2.57M	Sell	58,416 -1,532	-3%	-$67.4K	0.8%	34
2024 Q3	$2.38M	Sell	59,948 -1,000	-2%	-$40.1K	0.73%	43
2024 Q2	$2.42M	Sell	60,948 -3,000	-5%	-$115K	0.8%	36
2024 Q1	$2.42M	Sell	63,948 -350	-0.5%	-$12K	0.8%	35
2023 Q4	$2.16M	Sell	64,298 -7,035	-10%	-$205K	0.85%	34
2023 Q3	$1.95M	Sell	71,333 -9,300	-12%	-$275K	0.85%	32
2023 Q2	$2.31M	Hold	80,633	–	–	0.92%	35
2023 Q1	$2.31M	Buy	+80,633	New	+$2.66M	0.94%	34