HF Advisory 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
2025
Q2
$1.04M Buy
21,887
+1,771
+9% +$83.8K 0.41% 89
2025
Q1
$839K Buy
20,116
+1,023
+5% +$42.7K 0.37% 102
2024
Q4
$839K Buy
19,093
+753
+4% +$33.1K 0.39% 92
2024
Q3
$728K Buy
18,340
+1,066
+6% +$42.3K 0.34% 105
2024
Q2
$687K Buy
17,274
+1,625
+10% +$64.6K 0.36% 98
2024
Q1
$593K Buy
15,649
+3,213
+26% +$122K 0.33% 101
2023
Q4
$419K Buy
12,436
+3,100
+33% +$104K 0.27% 114
2023
Q3
$262K Buy
+9,336
New +$262K 0.19% 130