LMG Wealth Partners’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 | $599K | Buy |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $511K | Buy |
|
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|
2024
Q3 | $456K | Sell |
|
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|
2024
Q2 | $473K | Sell |
|
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $707K | Sell |
|
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|
2023
Q3 | $603K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $610K | Buy |
|
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|
2022
Q4 | $717K | Buy |
|