Oak Harbor Wealth Partners’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 | $603K | Hold |
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|
2025
Q2 | $553K | Hold |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $558K | Sell |
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|
2024
Q3 | $513K | Buy |
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|
2024
Q2 | $483K | Hold |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $710K | Buy |
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