Bank of America’s Stran & Co SWAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126 | Sell |
87
-8,662
| -99% | -$12.5K | ﹤0.01% | 6889 |
|
|
2025
Q1 | $8.76K | Buy |
8,749
+1
| +0% | +$1 | ﹤0.01% | 6095 |
|
|
2024
Q4 | $7.87K | Buy |
8,748
+1
| +0% | +$1 | ﹤0.01% | 6105 |
|
|
2024
Q3 | $10.7K | Buy |
8,747
+74
| +0.9% | +$90 | ﹤0.01% | 5964 |
|
|
2024
Q2 | $9.71K | Hold |
8,673
| – | – | ﹤0.01% | 6014 |
|
|
2024
Q1 | $12.7K | Sell |
8,673
-6
| -0.1% | -$9 | ﹤0.01% | 5950 |
|
|
2023
Q4 | $12.8K | Buy |
8,679
+6
| +0.1% | +$9 | ﹤0.01% | 5922 |
|
|
2023
Q3 | $10.9K | Hold |
8,673
| – | – | ﹤0.01% | 5927 |
|
|
2023
Q2 | $13.1K | Hold |
8,673
| – | – | ﹤0.01% | 5921 |
|
|
2023
Q1 | $15.1K | Hold |
8,673
| – | – | ﹤0.01% | 6017 |
|
|
2022
Q4 | $10.9K | Hold |
8,673
| – | – | ﹤0.01% | 6087 |
|
|
2022
Q3 | $12K | Hold |
8,673
| – | – | ﹤0.01% | 6325 |
|
|
2022
Q2 | $14K | Hold |
8,673
| – | – | ﹤0.01% | 6480 |
|
|
2022
Q1 | $15K | Buy |
+8,673
| New | +$15K | ﹤0.01% | 6814 |
|