TFM
TFC Financial Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
2,960
-36
| -1% | -$1.7K | 0.02% | 160 |
|
|
2025
Q1 | $125K | Sell |
2,996
-190
| -6% | -$7.93K | 0.02% | 164 |
|
|
2024
Q4 | $140K | Sell |
3,186
-149
| -4% | -$6.55K | 0.02% | 157 |
|
|
2024
Q3 | $132K | Buy |
3,335
+1,667
| +100% | +$66.2K | 0.02% | 162 |
|
|
2024
Q2 | $66.4K | Hold |
1,668
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $63.3K | Sell |
1,668
-860
| -34% | -$32.6K | 0.01% | 213 |
|
|
2023
Q4 | $85.1K | Sell |
2,528
-35
| -1% | -$1.18K | 0.02% | 185 |
|
|
2023
Q3 | $70.2K | Buy |
2,563
+218
| +9% | +$5.97K | 0.02% | 195 |
|
|
2023
Q2 | $67.3K | Sell |
2,345
-1,042
| -31% | -$29.9K | 0.02% | 197 |
|
|
2023
Q1 | $96.9K | Sell |
3,387
-910
| -21% | -$26K | 0.03% | 171 |
|
|
2022
Q4 | $142K | Sell |
4,297
-156
| -4% | -$5.17K | 0.04% | 122 |
|
|
2022
Q3 | $134K | Hold |
4,453
| – | – | 0.04% | 114 |
|
|
2022
Q2 | $139K | Sell |
4,453
-620
| -12% | -$19.4K | 0.04% | 120 |
|
|
2022
Q1 | $209K | Sell |
5,073
-95
| -2% | -$3.91K | 0.06% | 95 |
|
|
2021
Q4 | $230K | Buy |
5,168
+500
| +11% | +$22.3K | 0.07% | 93 |
|
|
2021
Q3 | $198K | Buy |
4,668
+2
| +0% | +$85 | 0.07% | 100 |
|
|
2021
Q2 | $192K | Buy |
4,666
+2
| +0% | +$82 | 0.07% | 101 |
|
|
2021
Q1 | $180K | Sell |
4,664
-307
| -6% | -$11.8K | 0.07% | 95 |
|
|
2020
Q4 | $151K | Buy |
4,971
+3
| +0.1% | +$91 | 0.06% | 102 |
|
|
2020
Q3 | $120K | Buy |
+4,968
| New | +$120K | 0.06% | 103 |
|