Zhang Financial’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
Q3 | $980K | Sell |
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|
2025
Q2 | $910K | Sell |
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|
2025
Q1 | $803K | Sell |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $341K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $188K | Buy |
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|
2015
Q3 | $173K | Buy |
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|
2015
Q2 | $187K | Hold |
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|
2015
Q1 | $167K | Buy |
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