Evernest Financial Advisors’s Bank of America BAC Stock Holding History

Evernest Financial Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.03M	Sell
2025 Q2	$943K	Sell
2025 Q1	$840K	Buy
2024 Q4	$803K	Buy
2024 Q3	$686K	Sell
2024 Q2	$688K	Buy
2024 Q1	$625K	Sell
2023 Q4	$819K	Buy
2021 Q4	$507K	Buy