Steward Partners Investment Solutions’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$538K Buy
14,183
+4,899
+53% +$186K 0.09% 148
2023
Q4
$313K Buy
+9,284
New +$313K 0.13% 114