Strategic Planning Group’s Bank of America BAC Stock Holding History

Strategic Planning Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.48M	Buy
2025 Q2	$3.45M	Buy
2025 Q1	$230K	Buy
2024 Q4	$229K	Sell
2024 Q3	$836K	Buy
2024 Q2	$214K	Sell
2024 Q1	$1.59M	Buy
2023 Q4	$1.29M	Buy