Sweet Financial Partners’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
2024 Q3	$759K	Sell	19,138 -244	-1%	-$9.78K	0.16%	98
2024 Q2	$771K	Sell	19,382 -1,277	-6%	-$48.9K	0.18%	92
2024 Q1	$783K	Buy	20,659 +1,130	+6%	+$38.8K	0.18%	89
2023 Q4	$658K	Buy	19,529 +344	+2%	+$10K	0.16%	98
2023 Q3	$525K	Buy	19,185 +250	+1%	+$7.4K	0.14%	102
2023 Q2	$543K	Sell	18,935 -700	-4%	-$20K	0.14%	103
2023 Q1	$562K	Buy	19,635 +517	+3%	+$17.1K	0.16%	98
2022 Q4	$633K	Buy	19,118 +783	+4%	+$27K	0.19%	86
2022 Q3	$554K	Sell	18,335 -12,662	-41%	-$423K	0.18%	81
2022 Q2	$965K	Buy	30,997 +7,555	+32%	+$272K	0.3%	46
2022 Q1	$966K	Buy	23,442 +12,736	+119%	+$575K	0.26%	50
2021 Q4	$476K	Buy	+10,706	New	+$488K	0.2%	72