M.E. Allison & Co’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Sell
12,192
-693
-5% -$32.8K 0.46% 60
2025
Q1
$538K Buy
12,885
+1,202
+10% +$50.2K 0.53% 55
2024
Q4
$513K Buy
+11,683
New +$513K 0.57% 49