Gries Financial’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 | $2.34M | Buy |
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2025
Q1 | $2.04M | Sell |
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2024
Q4 | $2.33M | Buy |
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2024
Q3 | $2.07M | Sell |
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2024
Q2 | $3.57M | Sell |
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2024
Q1 | $3.46M | Buy |
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2023
Q4 | $3.06M | Buy |
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2023
Q3 | $2.43M | Buy |
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2023
Q2 | $2.46M | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $260K | Sell |
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2021
Q2 | $761K | Sell |
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2021
Q1 | $855K | Buy |
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