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Root Financial Partners’s Bank of America BAC Stock Holding History

Root Financial Partners’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$553K Buy
11,687
+4,433
+61% +$210K 0.05% 116
2025
Q1 		$303K Sell
7,254
-385
-5% -$16.1K 0.03% 153
2024
Q4 		$336K Buy
7,639
+2,538
+50% +$112K 0.04% 145
2024
Q3 		$202K Buy
+5,101
New +$202K 0.03% 148