ERn Financial LLC’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
$208K Sell
4,387
-17,276
-80% -$817K 0.04% 140
2025
Q1
$904K Sell
21,663
-316
-1% -$13.2K 0.14% 101
2024
Q4
$966K Buy
21,979
+709
+3% +$31.2K 0.14% 102
2024
Q3
$844K Sell
21,270
-748
-3% -$29.7K 0.13% 108
2024
Q2
$876K Buy
22,018
+336
+2% +$13.4K 0.15% 104
2024
Q1
$822K Buy
21,682
+143
+0.7% +$5.42K 0.14% 102
2023
Q4
$683K Buy
+21,539
New +$683K 0.13% 105