Safe Harbor Fiduciary’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	$1.39M	Sell	29,456 -522	-2%	-$24.7K	1.31%	21
2025 Q1	$1.25M	Sell	29,978 -189	-0.6%	-$7.89K	1.29%	22
2024 Q4	$1.33M	Buy	30,167 +26	+0.1%	+$1.14K	1.35%	21
2024 Q3	$1.2M	Buy	+30,141	New	+$1.2M	1.12%	23