Union Savings Bank’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
11,269
-367
| -3% | -$17.3K | 0.24% | 71 |
|
|
2025
Q1 | $485K | Hold |
11,636
| – | – | 0.24% | 77 |
|
|
2024
Q4 | $511K | Sell |
11,636
-199
| -2% | -$8.75K | 0.25% | 74 |
|
|
2024
Q3 | $470K | Sell |
11,835
-691
| -6% | -$27.4K | 0.23% | 81 |
|
|
2024
Q2 | $498K | Sell |
12,526
-1,852
| -13% | -$73.7K | 0.26% | 76 |
|
|
2024
Q1 | $545K | Sell |
14,378
-12,073
| -46% | -$458K | 0.29% | 74 |
|
|
2023
Q4 | $890K | Sell |
26,451
-1,273
| -5% | -$42.8K | 0.51% | 50 |
|
|
2023
Q3 | $759K | Buy |
27,724
+531
| +2% | +$14.5K | 0.47% | 56 |
|
|
2023
Q2 | $870K | Buy |
+27,193
| New | +$870K | 0.52% | 50 |
|