Morling Financial Advisors’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
Q2 | $304K | Sell |
|
|||||
|
2025
Q1 | $326K | Buy |
|
|||||
|
2024
Q4 | $318K | Buy |
|
|||||
|
2024
Q3 | $287K | Buy |
|
|||||
|
2024
Q2 | $287K | Buy |
|
|||||
|
2024
Q1 | $269K | Sell |
|
|||||
|
2023
Q4 | $256K | Buy |
|
|||||
|
2023
Q3 | $206K | Sell |
|
|||||
|
2023
Q2 | $225K | Sell |
|
|||||
|
2023
Q1 | $251K | Buy |
|
|||||
|
2022
Q4 | $254K | Hold |
|
|||||
|
2022
Q3 | $231K | Hold |
|
|||||
|
2022
Q2 | $239K | Hold |
|
|||||
|
2022
Q1 | $316K | Hold |
|
|||||
|
2021
Q4 | $341K | Buy |
|