Leonard Rickey Investment 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
Q3
$315K Sell
2025
Q2
$321K Buy
2025
Q1
$248K Sell
2024
Q4
$323K Buy
2024
Q3
$290K Sell
2024
Q2
$309K Buy
2024
Q1
$226K Buy