TPI
Trust Point Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,490
| Closed | -$1.23M | – | 415 |
|
|
2025
Q1 | $1.23M | Sell |
29,490
-9,449
| -24% | -$394K | 0.11% | 103 |
|
|
2024
Q4 | $1.71M | Buy |
38,939
+964
| +3% | +$42.4K | 0.12% | 88 |
|
|
2024
Q3 | $1.51M | Buy |
37,975
+3,607
| +10% | +$143K | 0.11% | 98 |
|
|
2024
Q2 | $1.37M | Sell |
34,368
-1,809
| -5% | -$71.9K | 0.11% | 93 |
|
|
2024
Q1 | $1.37M | Buy |
36,177
+2,242
| +7% | +$85K | 0.11% | 107 |
|
|
2023
Q4 | $1.14M | Buy |
+33,935
| New | +$1.14M | 0.09% | 115 |
|