Sagespring Wealth Partners’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	$5.1M	Buy	107,709 +30,767	+40%	+$1.46M	0.11%	99
2025 Q1	$3.21M	Buy	76,942 +6,694	+10%	+$279K	0.08%	119
2024 Q4	$3.09M	Buy	+70,248	New	+$3.09M	0.08%	110