HBC Financial Services’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
2024 Q4	$65K	Hold	1,498	–	–	0.04%	63
2024 Q3	$63K	Hold	1,498	–	–	0.04%	70
2024 Q2	$61K	Hold	1,498	–	–	0.04%	66
2024 Q1	$55K	Sell	1,498 -1,000	-40%	-$34.3K	0.04%	64
2023 Q4	$84K	Hold	2,498	–	–	0.06%	48
2023 Q3	$68K	Hold	2,498	–	–	0.05%	49
2023 Q2	$76K	Hold	2,498	–	–	0.05%	52
2023 Q1	$75K	Hold	2,498	–	–	0.06%	50
2022 Q4	$85K	Sell	2,498 -2,000	-44%	-$68.9K	0.07%	45
2022 Q3	$135K	Hold	4,498	–	–	0.11%	31
2022 Q2	$143K	Hold	4,498	–	–	0.11%	31
2022 Q1	$163K	Hold	4,498	–	–	0.12%	30
2021 Q4	$200K	Hold	4,498	–	–	0.13%	27
2021 Q3	$198K	Hold	4,498	–	–	0.13%	27
2021 Q2	$166K	Hold	4,498	–	–	0.11%	32
2021 Q1	$174K	Sell	4,498 -1	-0%	-$35	0.12%	30
2020 Q4	$148K	Sell	4,499 -1,000	-18%	-$26.8K	0.11%	28
2020 Q3	$153K	Buy	5,499 +5,202	+1,752%	+$130K	0.13%	25
2020 Q2	$11K	Sell	297 -5,601	-95%	-$132K	0.01%	111
2020 Q1	$116K	Sell	5,898 -1	-0%	-$30	0.13%	27
2019 Q4	$204K	Buy	+5,899	New	+$191K	0.18%	25