Summit Wealth Group’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy	+4,583	New	+$217K	0.06%	108
2023 Q2	–	Sell	-121,150	Closed	-$4K	–	94
2023 Q1	$4K	Buy	+121,150	New	+$4K	0.1%	58