OneAscent Family Office’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	$431K	Sell	9,109 -9,059	-50%	-$429K	0.41%	59
2025 Q1	$758K	Buy	18,168 +10,000	+122%	+$417K	0.71%	40
2024 Q4	$359K	Buy	+8,168	New	+$359K	0.65%	38