Worth Financial Advisory Group’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 | $841K | Sell |
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2025
Q1 | $781K | Buy |
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2024
Q4 | $816K | Sell |
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2024
Q3 | $775K | Sell |
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2024
Q2 | $785K | Buy |
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2024
Q1 | $727K | Buy |
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2023
Q4 | $642K | Sell |
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2023
Q3 | $529K | Sell |
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2023
Q2 | $570K | Sell |
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2023
Q1 | $787K | Buy |
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2022
Q4 | $768K | Buy |
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