Ritter Daniher Financial Advisory’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 | $214K | Hold |
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|
2025
Q1 | $188K | Sell |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $195K | Buy |
|
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|
2024
Q1 | $173K | Hold |
|
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $145K | Buy |
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|
2023
Q1 | $77K | Buy |
|
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|
2022
Q4 | $76.8K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $148K | Buy |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $116K | Buy |
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|
2021
Q1 | $32K | Buy |
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|
2020
Q4 | $10K | Buy |
|