First Western Trust Bank’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 | $241K | Sell |
5,095
-147
| -3% | -$6.96K | 0.01% | 177 |
|
|
2025
Q1 | $219K | Buy |
5,242
+518
| +11% | +$21.6K | 0.01% | 178 |
|
|
2024
Q4 | $208K | Buy |
+4,724
| New | +$208K | 0.01% | 192 |
|
|
2023
Q3 | – | Sell |
-15,294
| Closed | -$439K | – | 170 |
|
|
2023
Q2 | $439K | Buy |
15,294
+2,296
| +18% | +$65.9K | 0.02% | 131 |
|
|
2023
Q1 | $372K | Sell |
12,998
-66
| -0.5% | -$1.89K | 0.02% | 144 |
|
|
2022
Q4 | $433K | Buy |
13,064
+37
| +0.3% | +$1.23K | 0.02% | 126 |
|
|
2022
Q3 | $394K | Sell |
13,027
-30
| -0.2% | -$907 | 0.03% | 117 |
|
|
2022
Q2 | $416K | Sell |
13,057
-572
| -4% | -$18.2K | 0.03% | 118 |
|
|
2022
Q1 | $586K | Buy |
+13,629
| New | +$586K | 0.03% | 113 |
|