Evernest Financial Advisors’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 | $943K | Sell |
19,938
-194
| -1% | -$9.18K | 0.31% | 69 |
|
|
2025
Q1 | $840K | Buy |
20,132
+1,853
| +10% | +$77.3K | 0.3% | 77 |
|
|
2024
Q4 | $803K | Buy |
18,279
+983
| +6% | +$43.2K | 0.21% | 76 |
|
|
2024
Q3 | $686K | Sell |
17,296
-10
| -0.1% | -$397 | 0.19% | 86 |
|
|
2024
Q2 | $688K | Buy |
17,306
+412
| +2% | +$16.4K | 0.31% | 69 |
|
|
2024
Q1 | $625K | Sell |
16,894
-7,417
| -31% | -$274K | 0.3% | 76 |
|
|
2023
Q4 | $819K | Buy |
+24,311
| New | +$819K | 0.42% | 56 |
|
|
2021
Q4 | $507K | Buy |
+15,324
| New | +$507K | 0.26% | 80 |
|