San Luis Wealth Advisors’s Bank of America BAC Stock Holding History

San Luis Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$257K	Buy
2022 Q2	–	Sell
2022 Q1	$2.01M	Sell
2021 Q4	$2.01M	Buy
2021 Q3	$1.37M	Buy