Houlihan Financial Resource Group’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
$1.17M Hold
2025
Q2
$1.07M Sell
2025
Q1
$967K Buy
2024
Q4
$1.01M Buy
2024
Q3
$914K Buy
2024
Q2
$913K Buy
2024
Q1
$865K Buy
2023
Q4
$765K Hold
2023
Q3
$599K Buy
2023
Q2
Sell
2023
Q1
$642K Hold
2022
Q4
$793K Buy
2022
Q3
$725K Buy
2020
Q3
$582K Buy
2020
Q1
$448K Buy
2019
Q4
$741K Buy