Symphony Financial’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 | $443K | Buy |
+6,770
| New | +$443K | 0.06% | 163 |
|
|
2024
Q3 | – | Sell |
-6,147
| Closed | -$244K | – | 227 |
|
|
2024
Q2 | $244K | Buy |
6,147
+6
| +0.1% | +$238 | 0.04% | 186 |
|
|
2024
Q1 | $233K | Sell |
6,141
-1,364
| -18% | -$51.7K | 0.05% | 171 |
|
|
2023
Q4 | $241K | Buy |
+7,505
| New | +$241K | 0.05% | 179 |
|