Outlook 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
Q3
$697K Sell
2025
Q2
$646K Sell
2025
Q1
$582K Sell
2024
Q4
$617K Buy
2024
Q3
$544K Buy
2020
Q1
Sell
2019
Q4
$280K Buy