Triad Financial Advisors’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
2023
Q3
$348K Buy
2023
Q2
$266K Sell
2023
Q1
$313K Sell
2022
Q4
$617K Sell
2022
Q3
$563K Buy
2022
Q2
$575K Buy
2022
Q1
$744K Sell
2021
Q4
$962K Buy