Fi3 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 | $471K | Sell |
9,953
-3
| -0% | -$142 | 0.17% | 56 |
|
|
2025
Q1 | $415K | Buy |
9,956
+44
| +0.4% | +$1.84K | 0.17% | 56 |
|
|
2024
Q4 | $436K | Buy |
9,912
+387
| +4% | +$17K | 0.16% | 52 |
|
|
2024
Q3 | $378K | Buy |
9,525
+1,776
| +23% | +$70.5K | 0.15% | 52 |
|
|
2024
Q2 | $308K | Sell |
7,749
-102
| -1% | -$4.06K | 0.14% | 53 |
|
|
2024
Q1 | $292K | Buy |
+7,851
| New | +$292K | 0.13% | 58 |
|