Talon Private Wealth’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	$2.6M	Sell	54,860 -1,703	-3%	-$80.6K	0.36%	44
2025 Q1	$2.39M	Buy	56,563 +56,040	+10,715%	+$2.37M	0.32%	49
2024 Q4	$23K	Buy	523 +1	+0.2%	+$44	﹤0.01%	186
2024 Q3	$20.7K	Buy	+522	New	+$20.7K	﹤0.01%	133