OneAscent Wealth Management’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 | $834K | Buy |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $772K | Buy |
|
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|
2024
Q2 | $685K | Sell |
|
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|
2024
Q1 | $755K | Sell |
|
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $382K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $453K | Sell |
|
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|
2022
Q4 | $574K | Buy |
|
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $400K | Buy |
|