Security National Bank’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 | $119K | Buy |
2,505
+2,230
| +811% | +$106K | 0.02% | 157 |
|
|
2025
Q1 | $11.5K | Sell |
275
-275
| -50% | -$11.5K | ﹤0.01% | 276 |
|
|
2024
Q4 | $24.2K | Hold |
550
| – | – | ﹤0.01% | 239 |
|
|
2024
Q3 | $21.8K | Hold |
550
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $21.9K | Hold |
550
| – | – | ﹤0.01% | 227 |
|
|
2024
Q1 | $20.9K | Hold |
550
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $18.5K | Buy |
+550
| New | +$18.5K | ﹤0.01% | 238 |
|