Frisch Financial Group’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
Q3 | $765K | Buy |
|
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|
2025
Q2 | $688K | Buy |
|
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|
2025
Q1 | $607K | Sell |
|
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|
2024
Q4 | $668K | Buy |
|
|||||
|
2024
Q3 | $601K | Sell |
|
|||||
|
2024
Q2 | $632K | Buy |
|
|||||
|
2024
Q1 | $599K | Buy |
|
|||||
|
2023
Q4 | $523K | Buy |
|
|||||
|
2023
Q3 | $378K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $473K | Buy |
|
|||||
|
2022
Q4 | $427K | Buy |
|
|||||
|
2022
Q3 | $387K | Buy |
|
|||||
|
2022
Q2 | $397K | Sell |
|
|||||
|
2022
Q1 | $539K | Sell |
|
|||||
|
2021
Q4 | $585K | Buy |
|
|||||
|
2021
Q3 | $562K | Sell |
|
|||||
|
2021
Q2 | $585K | Sell |
|
|||||
|
2021
Q1 | $648K | Buy |
|
|||||
|
2020
Q4 | $482K | Buy |
|
|||||
|
2020
Q3 | $382K | Buy |
|
|||||
|
2020
Q2 | $375K | Sell |
|
|||||
|
2020
Q1 | $342K | Sell |
|
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|
2019
Q4 | $570K | Sell |
|
|||||
|
2019
Q3 | $473K | Buy |
|
|||||
|
2019
Q2 | $344K | Sell |
|
|||||
|
2019
Q1 | $379K | Buy |
|
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|
2018
Q4 | $299K | Buy |
|