OneAscent Financial 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
Q3 | $1.38M | Sell |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $895K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $645K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $609K | Buy |
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|
2020
Q2 | $574K | Buy |
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|
2020
Q1 | $494K | Sell |
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|
2019
Q4 | $838K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.14M | Buy |
|