Financial Life Planners’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	$569K	Sell	12,025 -87	-0.7%	-$4.12K	0.46%	27
2025 Q1	$505K	Sell	12,112 -626	-5%	-$26.1K	0.49%	26
2024 Q4	$560K	Buy	+12,738	New	+$560K	0.47%	25