Opal Wealth Advisors’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 | $754K | Buy |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $475K | Buy |
|
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|
2023
Q4 | $361K | Sell |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $210K | Buy |
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