MorganRosel Wealth Management’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
$57.2K Hold
1,208
0.02% 173
2025
Q1
$50.4K Buy
+1,208
New +$50.4K 0.02% 164
2019
Q1
Sell
-32,859
Closed -$810K 69
2018
Q4
$810K Buy
+32,859
New +$810K 0.84% 24