TRIA
Trail Ridge Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
4,878
-145
| -3% | -$6.85K | 0.11% | 97 |
|
|
2025
Q1 | $210K | Sell |
5,023
-1,379
| -22% | -$57.5K | 0.11% | 100 |
|
|
2024
Q4 | $281K | Buy |
6,402
+126
| +2% | +$5.54K | 0.13% | 91 |
|
|
2024
Q3 | $266K | Hold |
6,276
| – | – | 0.13% | 97 |
|
|
2024
Q2 | $250K | Buy |
+6,276
| New | +$250K | 0.13% | 97 |
|
|
2024
Q1 | – | Sell |
-6,012
| Closed | -$202K | – | 105 |
|
|
2023
Q4 | $202K | Buy |
+6,012
| New | +$202K | 0.12% | 106 |
|
|
2022
Q2 | – | Sell |
-4,897
| Closed | -$202K | – | 142 |
|
|
2022
Q1 | $202K | Buy |
4,897
+253
| +5% | +$10.4K | 0.12% | 132 |
|
|
2021
Q4 | $207K | Buy |
+4,644
| New | +$207K | 0.12% | 134 |
|