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
2025
Q1
$781K Buy
2024
Q4
$816K Sell
2024
Q3
$775K Sell
2024
Q2
$785K Buy
2024
Q1
$727K Buy
2023
Q4
$642K Sell
2023
Q3
$529K Sell
2023
Q2
$570K Sell
2023
Q1
$787K Buy
2022
Q4
$768K Buy