Lorne Steinberg Wealth Management’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
$220K Buy
2023
Q1
Sell
2022
Q4
$231K Hold
2022
Q3
$211K Sell
2022
Q2
$223K Hold
2022
Q1
$295K Sell
2021
Q4
$380K Buy
2021
Q3
$292K Sell
2021
Q2
$300K Buy
2021
Q1
$242K Buy