GenTrust’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
Q2 | $504K | Sell |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $218K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $789K | Buy |
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