Marshall Financial Group (Maryland)’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 | $999K | Buy |
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|
2025
Q2 | $934K | Sell |
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|
2025
Q1 | $842K | Sell |
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|
2024
Q4 | $909K | Sell |
|
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|
2024
Q3 | $848K | Buy |
|
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $751K | Buy |
|
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $559K | Sell |
|
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|
2023
Q1 | $622K | Buy |
|
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $701K | Sell |
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|
2022
Q2 | $736K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.57M | Buy |
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|
2020
Q4 | $203K | Buy |
|