RA
Rise Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
12,034
-453
| -4% | -$21.4K | 0.23% | 39 |
|
|
2025
Q1 | $521K | Buy |
12,487
+255
| +2% | +$10.6K | 0.23% | 38 |
|
|
2024
Q4 | $538K | Sell |
12,232
-52
| -0.4% | -$2.29K | 0.26% | 36 |
|
|
2024
Q3 | $487K | Sell |
12,284
-524
| -4% | -$20.8K | 0.23% | 44 |
|
|
2024
Q2 | $509K | Buy |
12,808
+1,319
| +11% | +$52.5K | 0.27% | 36 |
|
|
2024
Q1 | $436K | Sell |
11,489
-2,765
| -19% | -$105K | 0.23% | 43 |
|
|
2023
Q4 | $480K | Buy |
14,254
+2,877
| +25% | +$96.9K | 0.34% | 25 |
|
|
2023
Q3 | $311K | Buy |
11,377
+282
| +3% | +$7.72K | 0.25% | 34 |
|
|
2023
Q2 | $318K | Sell |
11,095
-532
| -5% | -$15.3K | 0.25% | 45 |
|
|
2023
Q1 | $333K | Sell |
11,627
-168
| -1% | -$4.81K | 0.25% | 44 |
|
|
2022
Q4 | $391K | Buy |
11,795
+77
| +0.7% | +$2.55K | 0.31% | 39 |
|
|
2022
Q3 | $354K | Buy |
11,718
+81
| +0.7% | +$2.45K | 0.29% | 41 |
|
|
2022
Q2 | $362K | Sell |
11,637
-2
| -0% | -$62 | 0.37% | 39 |
|
|
2022
Q1 | $480K | Buy |
11,639
+7,311
| +169% | +$302K | 0.43% | 34 |
|
|
2021
Q4 | $193K | Buy |
+4,328
| New | +$193K | 0.18% | 67 |
|