RFA
RTD Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+4,380
| New | +$207K | 0.03% | 106 |
|
|
2022
Q4 | – | Sell |
-7,175
| Closed | -$217K | – | 95 |
|
|
2022
Q3 | $217K | Sell |
7,175
-1,338
| -16% | -$40.5K | 0.04% | 90 |
|
|
2022
Q2 | $265K | Sell |
8,513
-3,932
| -32% | -$122K | 0.04% | 96 |
|
|
2022
Q1 | $513K | Buy |
12,445
+757
| +6% | +$31.2K | 0.07% | 78 |
|
|
2021
Q4 | $520K | Buy |
+11,688
| New | +$520K | 0.07% | 81 |
|