TFC Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Buy |
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|
2025
Q2 | $140K | Sell |
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|
2025
Q1 | $125K | Sell |
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|
2024
Q4 | $140K | Sell |
|
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|
2024
Q3 | $132K | Buy |
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|
2024
Q2 | $66.4K | Hold |
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|
2024
Q1 | $63.3K | Sell |
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|
2023
Q4 | $85.1K | Sell |
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|
2023
Q3 | $70.2K | Buy |
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|
2023
Q2 | $67.3K | Sell |
|
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|
2023
Q1 | $96.9K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $139K | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $198K | Buy |
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|
2021
Q2 | $192K | Buy |
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|
2021
Q1 | $180K | Sell |
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|
2020
Q4 | $151K | Buy |
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|
2020
Q3 | $120K | Buy |
|