Lakeshore Financial Planning’s Bank of America BAC Stock Holding History

Lakeshore Financial Planning’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 Q2	$620K	Sell
2025 Q1	$563K	Buy
2024 Q4	$573K	Sell
2024 Q3	$549K	Buy
2024 Q2	$547K	Sell
2024 Q1	$555K	Buy
2023 Q4	$395K	Sell
2023 Q3	$345K	Buy