RE Dickinson Investment Advisors’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
2024
Q4
$1.23M Hold
2024
Q3
$111K Sell
2024
Q2
$126K Buy
2024
Q1
$119K Hold
2023
Q4
$106K Hold
2023
Q3
$86K Buy
2023
Q2
$82K Hold
2023
Q1
$81K Hold
2022
Q4
$94K Buy
2022
Q3
$34K Hold
2022
Q2
$35 Sell
2022
Q1
$51K Buy
2021
Q4
$50K Buy