Pacific Sage Partners’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
2026 Q1	$633K	Buy	12,980 +1,500	+13%	+$77.4K	0.1%	59
2025 Q4	$631K	Hold	11,480	–	–	0.1%	59
2025 Q3	$592K	Sell	11,480 -10	-0.1%	-$488	0.1%	58
2025 Q2	$544K	Buy	11,490 +154	+1%	+$6.48K	0.11%	59
2025 Q1	$473K	Hold	11,336	–	–	0.11%	60
2024 Q4	$498K	Hold	11,336	–	–	0.11%	57
2024 Q3	$450K	Sell	11,336 -19	-0.2%	-$761	0.11%	61
2024 Q2	$452K	Buy	11,355 +203	+2%	+$7.78K	0.11%	55
2024 Q1	$423K	Sell	11,152 -173	-2%	-$5.94K	0.11%	60
2023 Q4	$381K	Hold	11,325	–	–	0.1%	61
2023 Q3	$310K	Hold	11,325	–	–	0.09%	66
2023 Q2	$325K	Hold	11,325	–	–	0.1%	66
2023 Q1	$324K	Hold	11,325	–	–	0.1%	62
2022 Q4	$375K	Buy	+11,325	New	+$390K	0.12%	55