Greystone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $500K | Hold |
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|
2025
Q3 | $469K | Hold |
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|
2025
Q2 | $431K | Hold |
|
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|
2025
Q1 | $380K | Hold |
|
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|
2024
Q4 | $400K | Hold |
|
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|
2024
Q3 | $361K | Hold |
|
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|
2024
Q2 | $362K | Hold |
|
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $330K | Sell |
|
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|
2023
Q3 | $3.76M | Buy |
|
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|
2023
Q2 | $3.89M | Buy |
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|
2023
Q1 | $270K | Buy |
|