SC&H Financial Advisors’s Bank of America BAC Stock Holding History

SC&H Financial Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$382K	Hold
2025 Q1	$337K	Hold
2024 Q4	$355K	Sell
2024 Q3	$328K	Sell
2024 Q2	$417K	Buy
2024 Q1	$233K	Sell
2023 Q4	$255K	Buy