Finivi Inc.’s Bank of America BAC Stock Holding History

Finivi Inc.’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$988K	Buy
2025 Q2	$902K	Sell
2025 Q1	$804K	Sell
2024 Q4	$849K	Sell
2024 Q3	$808K	Sell
2024 Q2	$811K	Buy
2024 Q1	$770K	Sell
2023 Q4	$690K	Buy
2021 Q4	$1.09M	Buy