TFG
Tilson Financial Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
11,419
-181
| -2% | -$8.56K | 0.2% | 49 |
|
|
2025
Q1 | $484K | Buy |
11,600
+261
| +2% | +$10.9K | 0.19% | 52 |
|
|
2024
Q4 | $498K | Sell |
11,339
-27
| -0.2% | -$1.19K | 0.2% | 52 |
|
|
2024
Q3 | $451K | Sell |
11,366
-146
| -1% | -$5.79K | 0.2% | 54 |
|
|
2024
Q2 | $458K | Sell |
11,512
-47
| -0.4% | -$1.87K | 0.46% | 27 |
|
|
2024
Q1 | $438K | Sell |
11,559
-733
| -6% | -$27.8K | 0.24% | 52 |
|
|
2023
Q4 | $414K | Buy |
12,292
+265
| +2% | +$8.93K | 0.27% | 48 |
|
|
2023
Q3 | $329K | Buy |
+12,027
| New | +$329K | 0.26% | 53 |
|
|
2023
Q2 | – | Sell |
-12,141
| Closed | -$347K | – | 32 |
|
|
2023
Q1 | $347K | Buy |
12,141
+6
| +0% | +$171 | 0.28% | 48 |
|
|
2022
Q4 | $402K | Buy |
+12,135
| New | +$402K | 0.34% | 45 |
|