First Affirmative Financial Network’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$494K Buy
2024
Q4
$515K Buy
2024
Q3
$460K Buy
2024
Q2
$358K Buy
2024
Q1
$330K Sell
2023
Q4
$297K Sell
2023
Q3
$245K Buy
2023
Q2
$233K Buy
2023
Q1
Sell
2022
Q4
$242K Buy
2021
Q4
Sell
2021
Q3
$229K Buy