TriaGen Wealth Management’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
2026 Q1	$318K	Sell	6,523 -61	-0.9%	-$3.15K	0.09%	144
2025 Q4	$362K	Sell	6,584 -268	-4%	-$14.2K	0.09%	141
2025 Q3	$354K	Sell	6,852 -1,112	-14%	-$54.2K	0.09%	149
2025 Q2	$377K	Buy	7,964 +260	+3%	+$10.9K	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%	+$27.3K	0.12%	136
2024 Q1	$265K	Hold	6,992	–	–	0.11%	140
2023 Q4	$235K	Sell	6,992 -575	-8%	-$16.7K	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%	-$4.35K	0.13%	145
2022 Q2	$240K	Buy	7,697 +260	+3%	+$9.36K	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%	-$10.3K	0.15%	154
2021 Q1	$297K	Hold	7,688	–	–	0.17%	133
2020 Q4	$233K	Buy	+7,688	New	+$206K	0.14%	150