PFG Private Wealth Management’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
Q2
Sell
2025
Q1
$4.08K Hold
2024
Q4
$4.29K Hold
2024
Q3
$3.88K Hold
2024
Q2
$3.88K Hold
2024
Q1
$3.7K Hold
2023
Q4
$3.29K Hold
2023
Q3
$2.67K Hold
2023
Q2
$2.8K Sell
2023
Q1
$10.2K Sell
2022
Q4
$41K Buy
2022
Q3
$11K Buy
2022
Q2
$3K Sell
2022
Q1
$15K Hold
2021
Q4
$16K Buy
2021
Q3
$11K Buy