Holistic Financial Partners’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 | $422K | Buy |
+8,927
| New | +$422K | 0.18% | 62 |
|
|
2021
Q3 | – | Sell |
-5,915
| Closed | -$244K | – | 103 |
|
|
2021
Q2 | $244K | Sell |
5,915
-66
| -1% | -$2.72K | 0.15% | 98 |
|
|
2021
Q1 | $231K | Buy |
+5,981
| New | +$231K | 0.15% | 97 |
|
|
2018
Q2 | – | Sell |
-4,244
| Closed | -$127K | – | 64 |
|
|
2018
Q1 | $127K | Sell |
4,244
-483
| -10% | -$14.5K | 0.11% | 94 |
|
|
2017
Q4 | $140K | Buy |
+4,727
| New | +$140K | 0.12% | 94 |
|