FAFN
First Affirmative Financial Network’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $494K | Buy |
11,844
+120
| +1% | +$5.01K | 0.3% | 95 |
|
|
2024
Q4 | $515K | Buy |
11,724
+129
| +1% | +$5.67K | 0.3% | 85 |
|
|
2024
Q3 | $460K | Buy |
11,595
+2,582
| +29% | +$102K | 0.25% | 109 |
|
|
2024
Q2 | $358K | Buy |
9,013
+316
| +4% | +$12.6K | 0.25% | 120 |
|
|
2024
Q1 | $330K | Sell |
8,697
-126
| -1% | -$4.78K | 0.24% | 134 |
|
|
2023
Q4 | $297K | Sell |
8,823
-120
| -1% | -$4.04K | 0.24% | 141 |
|
|
2023
Q3 | $245K | Buy |
8,943
+835
| +10% | +$22.9K | 0.24% | 141 |
|
|
2023
Q2 | $233K | Buy |
+8,108
| New | +$233K | 0.23% | 143 |
|
|
2023
Q1 | – | Sell |
-7,294
| Closed | -$242K | – | 166 |
|
|
2022
Q4 | $242K | Buy |
+7,294
| New | +$242K | 0.29% | 112 |
|
|
2021
Q4 | – | Sell |
-5,387
| Closed | -$229K | – | 157 |
|
|
2021
Q3 | $229K | Buy |
+5,387
| New | +$229K | 0.24% | 133 |
|