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
2026
Q1
Sell
2025
Q4
$312K Sell
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