Jacobsen Capital Management’s Bank of America BAC Stock Holding History

Jacobsen Capital Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Buy
2025 Q2	$470K	Buy
2025 Q1	$392K	Buy
2024 Q4	$397K	Sell
2024 Q3	$361K	Buy
2024 Q2	$318K	Buy
2024 Q1	$273K	Sell
2023 Q4	$291K	Buy
2023 Q3	$219K	Buy
2023 Q2	$203K	Sell
2023 Q1	$305K	Buy