TriaGen Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
7,964
+260
| +3% | +$12.3K | 0.11% | 130 |
|
|
2025
Q1 | $321K | Hold |
7,704
| – | – | 0.11% | 132 |
|
|
2024
Q4 | $339K | Hold |
7,704
| – | – | 0.11% | 132 |
|
|
2024
Q3 | $306K | Hold |
7,704
| – | – | 0.1% | 140 |
|
|
2024
Q2 | $306K | Buy |
7,704
+712
| +10% | +$28.3K | 0.12% | 136 |
|
|
2024
Q1 | $265K | Hold |
6,992
| – | – | 0.11% | 140 |
|
|
2023
Q4 | $235K | Sell |
6,992
-575
| -8% | -$19.4K | 0.11% | 143 |
|
|
2023
Q3 | $207K | Hold |
7,567
| – | – | 0.11% | 146 |
|
|
2023
Q2 | $217K | Hold |
7,567
| – | – | 0.1% | 157 |
|
|
2023
Q1 | $216K | Hold |
7,567
| – | – | 0.11% | 150 |
|
|
2022
Q4 | $251K | Hold |
7,567
| – | – | 0.14% | 146 |
|
|
2022
Q3 | $229K | Sell |
7,567
-130
| -2% | -$3.93K | 0.13% | 145 |
|
|
2022
Q2 | $240K | Buy |
7,697
+260
| +3% | +$8.11K | 0.17% | 133 |
|
|
2022
Q1 | $307K | Hold |
7,437
| – | – | 0.16% | 134 |
|
|
2021
Q4 | $331K | Hold |
7,437
| – | – | 0.16% | 134 |
|
|
2021
Q3 | $316K | Hold |
7,437
| – | – | 0.17% | 137 |
|
|
2021
Q2 | $285K | Sell |
7,437
-251
| -3% | -$9.62K | 0.15% | 154 |
|
|
2021
Q1 | $297K | Hold |
7,688
| – | – | 0.17% | 133 |
|
|
2020
Q4 | $233K | Buy |
+7,688
| New | +$233K | 0.14% | 150 |
|