Bank of America’s Stran & Co SWAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126 Sell
2025
Q1
$8.76K Buy
2024
Q4
$7.87K Buy
2024
Q3
$10.7K Buy
2024
Q2
$9.71K Hold
2024
Q1
$12.7K Sell
2023
Q4
$12.8K Buy
2023
Q3
$10.8K Hold
2023
Q2
$13.1K Hold
2023
Q1
$15.1K Hold
2022
Q4
$10.9K Hold
2022
Q3
$12K Hold
2022
Q2
$14K Hold
2022
Q1
$15K Buy