Retirement Planning Company of New England’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
$2.08M Sell
2025
Q1
$1.87M Buy
2024
Q4
$1.95M Sell
2024
Q3
$1.78M Sell
2024
Q2
$2.1M Sell
2024
Q1
$2.05M Sell
2023
Q4
$2.61M Buy
2023
Q3
$2.03M Buy
2023
Q2
$1.69M Buy
2023
Q1
$1.68M Buy
2022
Q4
$1.92M Sell
2022
Q3
$1.78M Sell
2022
Q2
$1.85M Sell
2022
Q1
$2.51M Sell
2021
Q4
$2.84M Buy