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