Heron Financial Group’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,041	Closed	-$208K	–	141
2022 Q1	$208K	Hold	5,041	–	–	0.11%	145
2021 Q4	$237K	Buy	+5,041	New	+$237K	0.13%	128