Zynergy Retirement Planning’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
Sell
-571
Closed -$25.1K 30
2025
Q1
$25.1K Hold
571
0.02% 60
2024
Q4
$22.7K Hold
571
0.02% 58
2024
Q3
$22.7K Hold
571
0.02% 58
2024
Q2
$22.7K Buy
+571
New +$22.7K 0.02% 62