Roberts, Glore & Co’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
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$222K Sell
2021
Q4
$247K Hold
2021
Q3
$235K Buy
2020
Q3
Sell
2020
Q2
$216K Buy
2020
Q1
Sell
2019
Q4
$321K Buy