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
Q3 | $3.48M | Hold |
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|
2025
Q2 | $3.19M | Sell |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $3.06M | Sell |
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|
2024
Q3 | $2.77M | Hold |
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|
2024
Q2 | $2.78M | Hold |
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|
2024
Q1 | $2.65M | Hold |
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|
2023
Q4 | $2.35M | Sell |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $2.13M | Hold |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.61M | Buy |
|