TI
tru Independence’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Sell |
179,262
-3,494
| -2% | -$165K | 2.45% | 7 |
|
|
2025
Q1 | $7.63M | Buy |
182,756
+738
| +0.4% | +$30.8K | 2.37% | 8 |
|
|
2024
Q4 | $8M | Sell |
182,018
-14,681
| -7% | -$645K | 2.51% | 8 |
|
|
2024
Q3 | $7.81M | Sell |
196,699
-7,525
| -4% | -$299K | 2.28% | 7 |
|
|
2024
Q2 | $8.12M | Sell |
204,224
-3,530
| -2% | -$140K | 2.45% | 6 |
|
|
2024
Q1 | $7.88M | Sell |
207,754
-4,169
| -2% | -$158K | 2.32% | 7 |
|
|
2023
Q4 | $7.14M | Sell |
211,923
-3,372
| -2% | -$114K | 2.17% | 5 |
|
|
2023
Q3 | $5.89M | Sell |
215,295
-1,989
| -0.9% | -$54.5K | 2.04% | 8 |
|
|
2023
Q2 | $6.23M | Buy |
217,284
+8,651
| +4% | +$248K | 2.05% | 8 |
|
|
2023
Q1 | $5.97M | Sell |
208,633
-746
| -0.4% | -$21.3K | 1.92% | 10 |
|
|
2022
Q4 | $6.93M | Buy |
209,379
+4,889
| +2% | +$162K | 2.25% | 4 |
|
|
2022
Q3 | $6.18M | Buy |
204,490
+1,184
| +0.6% | +$35.8K | 2.18% | 5 |
|
|
2022
Q2 | $6.33M | Buy |
203,306
+61,683
| +44% | +$1.92M | 2.03% | 7 |
|
|
2022
Q1 | $5.84M | Buy |
141,623
+1,557
| +1% | +$64.2K | 1.58% | 22 |
|
|
2021
Q4 | $6.23M | Sell |
140,066
-2,435
| -2% | -$108K | 1.7% | 21 |
|
|
2021
Q3 | $6.05M | Sell |
142,501
-881
| -0.6% | -$37.4K | 1.69% | 19 |
|
|
2021
Q2 | $5.91M | Sell |
143,382
-80,003
| -36% | -$3.3M | 1.74% | 23 |
|
|
2021
Q1 | $8.64M | Buy |
223,385
+196,634
| +735% | +$7.61M | 1.64% | 5 |
|
|
2020
Q4 | $811 | Sell |
26,751
-180,085
| -87% | -$5.46K | ﹤0.01% | 355 |
|
|
2020
Q3 | $4.98M | Sell |
206,836
-40,666
| -16% | -$980K | 1.41% | 26 |
|
|
2020
Q2 | $5.88K | Sell |
247,502
-2,972
| -1% | -$71 | 0.85% | 17 |
|
|
2020
Q1 | $5.32K | Sell |
250,474
-15,225
| -6% | -$323 | 0.87% | 22 |
|
|
2019
Q4 | $8.78M | Buy |
+265,699
| New | +$8.78M | 1.26% | 21 |
|