Principia Wealth Advisory’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
$11.5K Buy
242
+179
+284% +$8.47K 0.01% 156
2025
Q1
$2.34K Sell
63
-110
-64% -$4.09K ﹤0.01% 265
2024
Q4
$7.6K Buy
+173
New +$7.6K 0.01% 132