Lantern Wealth Advisors’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
$710K Buy
2024
Q4
$899K Buy
2024
Q3
$741K Sell
2024
Q2
$967K Sell
2024
Q1
$968K Buy
2023
Q4
$859K Buy