Rollins Financial 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 | $26.9M | Buy |
568,705
+10,477
| +2% | +$496K | 4.29% | 6 |
|
|
2025
Q1 | $23.3M | Buy |
558,228
+32,755
| +6% | +$1.37M | 4.06% | 7 |
|
|
2024
Q4 | $23.1M | Buy |
525,473
+12,507
| +2% | +$550K | 3.61% | 8 |
|
|
2024
Q3 | $20.4M | Sell |
512,966
-117
| -0% | -$4.64K | 3.38% | 8 |
|
|
2024
Q2 | $20.4M | Buy |
513,083
+16,295
| +3% | +$648K | 3.5% | 8 |
|
|
2024
Q1 | $18.8M | Buy |
496,788
+54,869
| +12% | +$2.08M | 3.55% | 8 |
|
|
2023
Q4 | $14.9M | Buy |
+441,919
| New | +$14.9M | 3.11% | 8 |
|