Retirement Planning Group (New York)’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	$517K	Buy	10,933 +21	+0.2%	+$994	0.45%	43
2025 Q1	$455K	Buy	10,912 +140	+1%	+$5.84K	0.46%	45
2024 Q4	$473K	Buy	+10,772	New	+$473K	0.52%	41