JSF Financial’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
Q4 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $218K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $217K | Sell |
|
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|
2023
Q1 | $250K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $224K | Sell |
|
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $201K | Buy |
|