TCA
Trifecta Capital Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
7,429
+7,151
| +2,572% | +$338K | 0.06% | 78 |
|
|
2025
Q1 | $11.6K | Hold |
278
| – | – | ﹤0.01% | 211 |
|
|
2024
Q4 | $12.2K | Hold |
278
| – | – | ﹤0.01% | 208 |
|
|
2024
Q3 | $11K | Hold |
278
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $11.1K | Sell |
278
-3,230
| -92% | -$128K | ﹤0.01% | 212 |
|
|
2024
Q1 | $133K | Buy |
3,508
+2,000
| +133% | +$75.8K | 0.03% | 93 |
|
|
2023
Q4 | $50.8K | Sell |
1,508
-980
| -39% | -$33K | 0.01% | 136 |
|
|
2023
Q3 | $68.1K | Buy |
2,488
+630
| +34% | +$17.3K | 0.02% | 119 |
|
|
2023
Q2 | $53.3K | Buy |
1,858
+105
| +6% | +$3.01K | 0.02% | 139 |
|
|
2023
Q1 | $50.1K | Sell |
1,753
-71,481
| -98% | -$2.04M | 0.02% | 143 |
|
|
2022
Q4 | $2.43M | Buy |
+73,234
| New | +$2.43M | 0.97% | 32 |
|