Secure Asset Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.65M Buy
2025
Q2
$2.21M Sell
2025
Q1
$2.68M Buy
2024
Q4
$442K Sell
2024
Q3
$551K Sell
2024
Q2
$732K Buy
2024
Q1
$380K Buy