Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Sell |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $321K | Buy |
|
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|
2024
Q3 | $275K | Sell |
|
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|
2024
Q2 | $284K | Sell |
|
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|
2024
Q1 | $376K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $214K | Sell |
|
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|
2023
Q1 | $240K | Buy |
|
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $522K | Buy |
|