Lummis Asset Management’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-532	Closed	-$21.1K	–	147
2024 Q3	$21.1K	Hold	532	–	–	0.02%	78
2024 Q2	$21.2K	Buy	532 +71	+15%	+$2.82K	0.03%	73
2024 Q1	$17.5K	Hold	461	–	–	0.02%	81
2023 Q4	$15.5K	Buy	+461	New	+$15.5K	0.01%	109