Yoffe Investment Management’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	$264K	Hold	5,573	–	–	0.36%	98
2025 Q1	$233K	Hold	5,573	–	–	0.34%	102
2024 Q4	$245K	Buy	+5,573	New	+$245K	0.36%	93