GF
Gries Financial’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
49,360
+512
| +1% | +$24.2K | 0.43% | 46 |
|
|
2025
Q1 | $2.04M | Sell |
48,848
-4,116
| -8% | -$172K | 0.4% | 51 |
|
|
2024
Q4 | $2.33M | Buy |
52,964
+711
| +1% | +$31.2K | 0.41% | 53 |
|
|
2024
Q3 | $2.07M | Sell |
52,253
-37,422
| -42% | -$1.48M | 0.39% | 61 |
|
|
2024
Q2 | $3.57M | Sell |
89,675
-1,569
| -2% | -$62.4K | 0.73% | 22 |
|
|
2024
Q1 | $3.46M | Buy |
91,244
+318
| +0.3% | +$12.1K | 0.58% | 38 |
|
|
2023
Q4 | $3.06M | Buy |
90,926
+2,061
| +2% | +$69.4K | 0.67% | 28 |
|
|
2023
Q3 | $2.43M | Buy |
88,865
+2,971
| +3% | +$81.3K | 0.66% | 34 |
|
|
2023
Q2 | $2.46M | Buy |
+85,894
| New | +$2.46M | 0.68% | 35 |
|
|
2021
Q4 | – | Sell |
-6,120
| Closed | -$260K | – | 158 |
|
|
2021
Q3 | $260K | Sell |
6,120
-13,754
| -69% | -$584K | 0.08% | 144 |
|
|
2021
Q2 | $761K | Sell |
19,874
-568
| -3% | -$21.7K | 0.24% | 90 |
|
|
2021
Q1 | $855K | Buy |
+20,442
| New | +$855K | 0.27% | 85 |
|