Poinciana Advisors Group’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	$426K	Buy	9,006 +118	+1%	+$5.58K	0.38%	39
2025 Q1	$371K	Sell	8,888 -110	-1%	-$4.59K	0.38%	39
2024 Q4	$395K	Buy	+8,998	New	+$395K	0.4%	35