Okabena Investment Services’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 | $1.26M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $13.4K | Sell |
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|
2023
Q1 | $2.65M | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $219K | Buy |
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