Trifecta Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $11.6K | Hold |
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|
2024
Q4 | $12.2K | Hold |
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|
2024
Q3 | $11K | Hold |
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|
2024
Q2 | $11.1K | Sell |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $50.8K | Sell |
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|
2023
Q3 | $68.1K | Buy |
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|
2023
Q2 | $53.3K | Buy |
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|
2023
Q1 | $50.1K | Sell |
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|
2022
Q4 | $2.43M | Buy |
|