FA
Fiduciary Alliance’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
66,907
+8,185
| +14% | +$387K | 0.24% | 102 |
|
|
2025
Q1 | $2.45M | Buy |
58,722
+2,708
| +5% | +$113K | 0.24% | 95 |
|
|
2024
Q4 | $2.46M | Buy |
56,014
+31,356
| +127% | +$1.38M | 0.25% | 94 |
|
|
2024
Q3 | $978K | Buy |
24,658
+17,677
| +253% | +$701K | 0.13% | 110 |
|
|
2024
Q2 | $286K | Buy |
+6,981
| New | +$286K | 0.05% | 172 |
|
|
2023
Q3 | – | Sell |
-1,588
| Closed | -$45.6K | – | 231 |
|
|
2023
Q2 | $45.6K | Sell |
1,588
-277,326
| -99% | -$7.96M | 0.01% | 329 |
|
|
2023
Q1 | $7.98M | Buy |
278,914
+8,899
| +3% | +$255K | 2% | 13 |
|
|
2022
Q4 | $8.94M | Buy |
+270,015
| New | +$8.94M | 2.31% | 12 |
|