Fortis Capital Advisors’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	$395K	Sell	8,344 -850	-9%	-$40.2K	0.07%	182
2025 Q1	$384K	Buy	+9,194	New	+$384K	0.08%	183
2023 Q2	–	Sell	-51	Closed	-$1.46K	–	151
2023 Q1	$1.46K	Hold	51	–	–	﹤0.01%	580
2022 Q4	$1.69K	Buy	+51	New	+$1.69K	﹤0.01%	580