Goldstein Advisors’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
$305K Sell
2025
Q2
$291K Sell
2025
Q1
$318K Buy
2024
Q4
$330K Buy
2024
Q3
$263K Sell
2024
Q2
$271K Buy
2024
Q1
$251K Buy