Guardian Partners’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Buy
14,649
+100
+0.7% +$4.68K 0.06% 130
2025
Q1
$564K Hold
14,549
0.06% 127
2024
Q4
$672K Buy
+14,549
New +$672K 0.07% 119