RDFA
Ritter Daniher Financial Advisory’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
4,516
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $188K | Sell |
4,516
-350
| -7% | -$14.6K | 0.05% | 86 |
|
|
2024
Q4 | $214K | Sell |
4,866
-38
| -0.8% | -$1.67K | 0.06% | 84 |
|
|
2024
Q3 | $195K | Hold |
4,904
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $195K | Buy |
4,904
+350
| +8% | +$13.9K | 0.06% | 77 |
|
|
2024
Q1 | $173K | Hold |
4,554
| – | – | 0.06% | 84 |
|
|
2023
Q4 | $153K | Hold |
4,554
| – | – | 0.06% | 88 |
|
|
2023
Q3 | $125K | Sell |
4,554
-500
| -10% | -$13.7K | 0.05% | 95 |
|
|
2023
Q2 | $145K | Buy |
5,054
+2,360
| +88% | +$67.7K | 0.06% | 78 |
|
|
2023
Q1 | $77K | Buy |
2,694
+375
| +16% | +$10.7K | 0.03% | 110 |
|
|
2022
Q4 | $76.8K | Hold |
2,319
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $70K | Hold |
2,319
| – | – | 0.05% | 101 |
|
|
2022
Q2 | $72K | Sell |
2,319
-1,000
| -30% | -$31K | 0.05% | 96 |
|
|
2022
Q1 | $137K | Hold |
3,319
| – | – | 0.09% | 73 |
|
|
2021
Q4 | $148K | Buy |
3,319
+500
| +18% | +$22.3K | 0.1% | 69 |
|
|
2021
Q3 | $120K | Hold |
2,819
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $116K | Buy |
2,819
+2,000
| +244% | +$82.3K | 0.09% | 75 |
|
|
2021
Q1 | $32K | Buy |
819
+500
| +157% | +$19.5K | 0.03% | 110 |
|
|
2020
Q4 | $10K | Buy |
+319
| New | +$10K | 0.01% | 140 |
|