My Personal CFO LLC’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 | – | Sell |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $411K | Buy |
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