Fiduciary Financial Group’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	$669K	Sell	13,904 -6,930	-33%	-$334K	0.12%	112
2025 Q1	$747K	Buy	20,834 +2,563	+14%	+$91.9K	0.16%	91
2024 Q4	$824K	Sell	18,271 -1,187	-6%	-$53.5K	0.18%	78
2024 Q3	$777K	Buy	19,458 +112	+0.6%	+$4.47K	0.18%	75
2024 Q2	$854K	Buy	+19,346	New	+$854K	0.21%	69