Fortis Group 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 | $43.2K | Hold |
914
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $38.1K | Hold |
914
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $40.2K | Hold |
914
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $36.3K | Hold |
914
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $36.3K | Hold |
914
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $34.7K | Sell |
914
-914
| -50% | -$34.7K | 0.01% | 238 |
|
|
2023
Q4 | $61.5K | Buy |
1,828
+914
| +100% | +$30.8K | 0.02% | 164 |
|
|
2023
Q3 | $25K | Buy |
+914
| New | +$25K | 0.01% | 169 |
|
|
2020
Q3 | $20K | Buy |
+840
| New | +$20K | ﹤0.01% | 245 |
|