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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Hold
2,546
0.11% 76
2025
Q1
$106K Sell
2,546
-23
-0.9% -$960 0.1% 90
2024
Q4
$113K Buy
+2,569
New +$113K 0.1% 83