Paladin Advisory Group’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
$366K Hold
2025
Q2
$336K Hold
2025
Q1
$296K Hold
2024
Q4
$312K Hold
2024
Q3
$282K Hold
2024
Q2
$284K Hold
2024
Q1
$266K Sell
2023
Q4
$290K Hold
2023
Q3
$236K Sell
2023
Q2
$276K Hold
2023
Q1
$275K Buy
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$448K Buy
2021
Q4
Hold