Mattson Financial Services’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	$2.81M	Sell	59,328 -4,639	-7%	-$220K	0.76%	46
2025 Q1	$2.67M	Buy	63,967 +3,426	+6%	+$143K	0.8%	43
2024 Q4	$2.4M	Sell	60,541 -11,921	-16%	-$473K	0.76%	45
2024 Q3	$2.88M	Sell	72,462 -500	-0.7%	-$19.9K	1.03%	24
2024 Q2	$2.9M	Buy	+72,962	New	+$2.9M	1.03%	24