Gallagher Fiduciary 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	$567K	Buy	11,985 +291	+2%	+$13.8K	0.02%	160
2025 Q1	$488K	Sell	11,694 -39	-0.3%	-$1.63K	0.02%	156
2024 Q4	$516K	Buy	11,733 +4,346	+59%	+$191K	0.1%	139
2024 Q3	$293K	Buy	7,387 +2,063	+39%	+$81.9K	0.06%	200
2024 Q2	$212K	Buy	+5,324	New	+$212K	0.05%	224