Paragon Private Wealth Management’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
$309K Buy
6,527
+665
+11% +$31.5K 0.12% 158
2025
Q1
$245K Buy
+5,862
New +$245K 0.11% 165