RFG - Bristol Wealth Advisors’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
$1.02M Sell
21,484
-107
-0.5% -$5.06K 0.32% 70
2025
Q1
$901K Sell
21,591
-589
-3% -$24.6K 0.3% 70
2024
Q4
$975K Buy
+22,180
New +$975K 0.32% 68