Francis Financial’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
$408K Buy
8,623
+685
+9% +$32.4K 0.09% 62
2025
Q1
$331K Sell
7,938
-1,100
-12% -$45.9K 0.08% 63
2024
Q4
$285K Buy
+9,038
New +$285K 0.07% 75