GoalVest Advisory’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 | $129K | Hold |
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|
2025
Q2 | $119K | Sell |
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|
2025
Q1 | $106K | Buy |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $93.5K | Hold |
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|
2024
Q2 | $93.8K | Sell |
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|
2024
Q1 | $92.4K | Buy |
|
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|
2023
Q4 | $79.4K | Sell |
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|
2023
Q3 | $64.8K | Sell |
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|
2023
Q2 | $69.9K | Sell |
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|
2023
Q1 | $77.3K | Buy |
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|
2022
Q4 | $48.8K | Hold |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $851K | Sell |
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|
2020
Q4 | $670K | Buy |
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