ORG Partners’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
$635K Buy
13,183
+956
+8% +$46K 0.14% 140
2025
Q1
$507K Sell
12,227
-242
-2% -$10K 0.12% 148
2024
Q4
$548K Buy
12,469
+500
+4% +$22K 0.07% 174
2024
Q3
$475K Sell
11,969
-2,471
-17% -$98.1K 0.08% 174
2024
Q2
$578K Buy
14,440
+14,232
+6,842% +$569K 0.07% 226
2024
Q1
$7.8K Sell
208
-3,301
-94% -$124K 0.01% 305
2023
Q4
$118K Sell
3,509
-7,754
-69% -$261K 0.02% 381
2023
Q3
$308K Buy
11,263
+464
+4% +$12.7K 0.09% 221
2023
Q2
$311K Sell
10,799
-370
-3% -$10.7K 0.05% 297
2023
Q1
$319K Buy
+11,169
New +$319K 0.08% 123