Midland Wealth Advisors’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
$1.11M Sell
23,516
-3,193
-12% -$151K 0.06% 70
2025
Q1
$1.11M Sell
26,709
-2,027
-7% -$84.6K 0.07% 71
2024
Q4
$1.26M Sell
28,736
-3,004
-9% -$132K 0.08% 72
2024
Q3
$1.26M Sell
31,740
-4,124
-11% -$164K 0.07% 72
2024
Q2
$1.43M Sell
35,864
-797
-2% -$31.7K 0.08% 59
2024
Q1
$1.39M Sell
36,661
-299
-0.8% -$11.3K 0.09% 64
2023
Q4
$1.24M Buy
+36,960
New +$1.24M 0.09% 69