ORG Partners’s Bank of America Depository Shares Series E BAC.PRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Sell	11,400 -1,400	-11%	-$30.4K	0.05%	277
2025 Q1	$283K	Sell	12,800 -1,500	-10%	-$33.2K	0.07%	218
2024 Q4	$340K	Buy	14,300 +10,800	+309%	+$257K	0.05%	240
2024 Q3	$85.2K	Buy	+3,500	New	+$85.2K	0.01%	417