Number of Shares
36,134.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
0.89%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
35.10%

Trivant Custom Portfolio Group, LLC's Bank of America Corp Holding Summary

As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 36,134.00 shares of Bank of America Corp(BAC), totaling $1.51 Mil. This investment constitutes 0.89% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 2 purchases of BAC, at an average price of $33.19, for a total of 94,619.00 shares. In addition, there have been 6 sales at an average price of $43.31 for 58,485.00 shares. Based on historical transaction data and BAC's current price of $47.30, Trivant Custom Portfolio Group, LLC's estimated gain on his BAC holdings is $1.10 Mil, reflecting a 35.10% gain to date.

Trivant Custom Portfolio Group, LLC BAC ($47.30) Holding Chart

Trivant Custom Portfolio Group, LLC BAC ($47.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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