Helium Advisors’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	$269K	Buy	5,674 +61	+1%	+$2.89K	0.17%	83
2025 Q1	$234K	Sell	5,613 -786	-12%	-$32.8K	0.17%	89
2024 Q4	$281K	Buy	+6,399	New	+$281K	0.22%	70