Evolution Wealth Advisors’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
2025
Q2
$940K Sell
2025
Q1
$829K Buy
2021
Q4
Sell
2021
Q3
$104K Buy
2021
Q2
$42K Sell
2021
Q1
$143K Buy
2020
Q4
$102K Sell
2020
Q3
$99K Sell
2020
Q2
$99K Buy
2020
Q1
$68K Buy
2019
Q4
$47K Buy
2019
Q3
$26K Sell
2019
Q2
$27.6M Buy