Fiduciary Family Office’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 | $1.83M | Buy |
38,670
+3,101
| +9% | +$147K | 0.6% | 28 |
|
|
2025
Q1 | $1.48M | Buy |
+35,569
| New | +$1.48M | 0.49% | 37 |
|
|
2024
Q4 | – | Sell |
-38,874
| Closed | -$1.54M | – | 80 |
|
|
2024
Q3 | $1.54M | Sell |
38,874
-417
| -1% | -$16.5K | 0.51% | 41 |
|
|
2024
Q2 | $1.56M | Sell |
39,291
-3,371
| -8% | -$134K | 0.62% | 34 |
|
|
2024
Q1 | $1.62M | Buy |
42,662
+401
| +0.9% | +$15.2K | 0.63% | 38 |
|
|
2023
Q4 | $1.42M | Buy |
+42,261
| New | +$1.42M | 0.62% | 30 |
|