JTC Employer Solutions Trustee’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
$11.4M Sell
2025
Q1
$14.3M Hold
2024
Q4
$15M Sell
2024
Q3
$13.8M Sell
2024
Q2
$14M Hold
2024
Q1
$13.3M Sell
2023
Q4
$14M Hold
2023
Q3
$11.3M Hold
2023
Q2
$11.8M Hold
2023
Q1
$11.8M Hold
2022
Q4
$13.7M Hold
2022
Q3
$12.5M Sell
2022
Q2
$13.6M Hold
2022
Q1
$18M Hold
2021
Q4
$19.5M Hold
2021
Q3
$18.6M Buy
2021
Q2
$1.78M Buy