SS&H Financial Advisors’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 Q4	$3.73M	Buy	67,783 +275	+0.4%	+$14.5K	1.09%	23
2025 Q3	$3.48M	Hold	67,508	–	–	1.06%	24
2025 Q2	$3.19M	Sell	67,508 -1,025	-1%	-$43.1K	1.07%	26
2025 Q1	$2.86M	Sell	68,533 -1,025	-1%	-$45.7K	1.07%	26
2024 Q4	$3.06M	Sell	69,558 -250	-0.4%	-$11K	1.11%	19
2024 Q3	$2.77M	Hold	69,808	–	–	1.01%	27
2024 Q2	$2.78M	Hold	69,808	–	–	1.08%	23
2024 Q1	$2.65M	Hold	69,808	–	–	1.1%	24
2023 Q4	$2.35M	Sell	69,808 -1,500	-2%	-$43.7K	1%	30
2023 Q3	$1.95M	Buy	+71,308	New	+$2.11M	0.91%	30
2023 Q1	$1.91M	Buy	66,633 +2,400	+4%	+$79.2K	0.87%	33
2022 Q4	$2.13M	Hold	64,233	–	–	1.01%	29
2022 Q3	$1.94M	Sell	64,233 -1,000	-2%	-$33.4K	1%	27
2022 Q2	$2.03M	Buy	65,233 +1,958	+3%	+$70.5K	0.94%	29
2022 Q1	$2.61M	Buy	+63,275	New	+$2.85M	1.02%	27