RFA
Resurgent Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
5,550
+333
| +6% | +$15.8K | 0.14% | 159 |
|
|
2025
Q1 | $218K | Sell |
5,217
-216
| -4% | -$9.01K | 0.13% | 166 |
|
|
2024
Q4 | $239K | Buy |
5,433
+67
| +1% | +$2.95K | 0.14% | 156 |
|
|
2024
Q3 | $213K | Buy |
+5,366
| New | +$213K | 0.12% | 173 |
|
|
2024
Q1 | – | Sell |
-4,292
| Closed | -$145K | – | 217 |
|
|
2023
Q4 | $145K | Sell |
4,292
-105
| -2% | -$3.54K | 0.09% | 200 |
|
|
2023
Q3 | $120K | Sell |
4,397
-1,210
| -22% | -$33.1K | 0.08% | 206 |
|
|
2023
Q2 | $161K | Sell |
5,607
-36,583
| -87% | -$1.05M | 0.11% | 168 |
|
|
2023
Q1 | $1.21M | Sell |
42,190
-7,189
| -15% | -$206K | 0.8% | 29 |
|
|
2022
Q4 | $1.64M | Buy |
49,379
+1,072
| +2% | +$35.5K | 0.86% | 21 |
|
|
2022
Q3 | $1.46M | Buy |
48,307
+2,125
| +5% | +$64.2K | 0.98% | 21 |
|
|
2022
Q2 | $1.44M | Buy |
46,182
+6,561
| +17% | +$204K | 0.92% | 24 |
|
|
2022
Q1 | $1.63M | Buy |
39,621
+4,904
| +14% | +$202K | 1.01% | 20 |
|
|
2021
Q4 | $1.54M | Buy |
+34,717
| New | +$1.54M | 1.23% | 16 |
|