Bank of America’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
340,437
-48,294
| -12% | -$308K | ﹤0.01% | 3951 |
|
|
2025
Q1 | $2.5M | Buy |
388,731
+126,184
| +48% | +$811K | ﹤0.01% | 3755 |
|
|
2024
Q4 | $1.83M | Buy |
262,547
+107,012
| +69% | +$745K | ﹤0.01% | 3822 |
|
|
2024
Q3 | $1.06M | Buy |
155,535
+61,830
| +66% | +$420K | ﹤0.01% | 4251 |
|
|
2024
Q2 | $284K | Sell |
93,705
-176,270
| -65% | -$534K | ﹤0.01% | 4902 |
|
|
2024
Q1 | $1.07M | Buy |
269,975
+55,639
| +26% | +$220K | ﹤0.01% | 4125 |
|
|
2023
Q4 | $564K | Sell |
214,336
-8,646
| -4% | -$22.7K | ﹤0.01% | 4542 |
|
|
2023
Q3 | $624K | Sell |
222,982
-1,527
| -0.7% | -$4.28K | ﹤0.01% | 4348 |
|
|
2023
Q2 | $833K | Buy |
224,509
+4,781
| +2% | +$17.7K | ﹤0.01% | 4143 |
|
|
2023
Q1 | $628K | Buy |
219,728
+24,933
| +13% | +$71.3K | ﹤0.01% | 4471 |
|
|
2022
Q4 | $627K | Buy |
194,795
+150,113
| +336% | +$483K | ﹤0.01% | 4527 |
|
|
2022
Q3 | $161K | Sell |
44,682
-287,600
| -87% | -$1.04M | ﹤0.01% | 5307 |
|
|
2022
Q2 | $2.3M | Sell |
332,282
-494,282
| -60% | -$3.43M | ﹤0.01% | 3607 |
|
|
2022
Q1 | $10.9M | Buy |
826,564
+399,703
| +94% | +$5.29M | ﹤0.01% | 2403 |
|
|
2021
Q4 | $10.7M | Buy |
426,861
+172,628
| +68% | +$4.32M | ﹤0.01% | 2453 |
|
|
2021
Q3 | $4.17M | Buy |
254,233
+126,157
| +99% | +$2.07M | ﹤0.01% | 3207 |
|
|
2021
Q2 | $4.09M | Buy |
+128,076
| New | +$4.09M | ﹤0.01% | 3202 |
|