Roxbury Financial’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	$118K	Buy	2,499 +23	+0.9%	+$1.09K	0.12%	115
2025 Q1	$114K	Buy	2,476 +58	+2%	+$2.67K	0.11%	115
2024 Q4	$115K	Buy	+2,418	New	+$115K	0.11%	109