Intrepid Financial Planning 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
$1.27M Hold
2025
Q2
$1.17M Buy
2025
Q1
$1.02M Hold
2024
Q4
$1.07M Hold
2024
Q3
$968K Hold
2024
Q2
$970K Buy
2024
Q1
$911K Hold
2023
Q4
$809K Hold
2023
Q3
$658K Hold
2023
Q2
$689K Sell
2023
Q1
$701K Buy
2022
Q4
$812K Hold
2022
Q3
$741K Buy
2022
Q2
$756K Buy