LM 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
$2.36M Sell
2025
Q1
$2.15M Sell
2024
Q4
$2.28M Buy
2024
Q3
$1.98M Buy
2024
Q2
$1.95M Hold
2024
Q1
$2.24M Sell
2023
Q4
$1.85M Buy