Investment Advisory 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
Q2 | $395K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $308K | Buy |
|
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|
2024
Q2 | $306K | Buy |
|
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|
2024
Q1 | $253K | Buy |
|
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|
2023
Q4 | $224K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $206K | Buy |
|
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $339K | Buy |
|