EFG
Ethos Financial Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
23,150
-17,448
| -43% | -$826K | 0.09% | 165 |
|
|
2025
Q1 | $1.73M | Buy |
40,598
+31,948
| +369% | +$1.36M | 0.17% | 124 |
|
|
2024
Q4 | $380K | Buy |
8,650
+973
| +13% | +$42.8K | 0.05% | 195 |
|
|
2024
Q3 | $312K | Buy |
7,677
+275
| +4% | +$11.2K | 0.05% | 195 |
|
|
2024
Q2 | $312K | Sell |
7,402
-941
| -11% | -$39.7K | 0.05% | 196 |
|
|
2024
Q1 | $320K | Sell |
8,343
-109
| -1% | -$4.18K | 0.06% | 196 |
|
|
2023
Q4 | $285K | Buy |
8,452
+492
| +6% | +$16.6K | 0.06% | 202 |
|
|
2023
Q3 | $218K | Buy |
7,960
+757
| +11% | +$20.7K | 0.06% | 156 |
|
|
2023
Q2 | $206K | Hold |
7,203
| – | – | 0.07% | 137 |
|
|
2023
Q1 | $206K | Sell |
7,203
-1,533
| -18% | -$43.8K | 0.06% | 167 |
|
|
2022
Q4 | $289K | Buy |
+8,736
| New | +$289K | 0.1% | 107 |
|