Marshall Financial Group (Pennsylvania)’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 | $447K | Buy |
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|
2025
Q2 | $407K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $374K | Buy |
|
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $335K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $326K | Buy |
|
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $214K | Buy |
|