FSA
Fort Sheridan Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
43,421
+44
| +0.1% | +$2.08K | 0.29% | 66 |
|
|
2025
Q1 | $1.81M | Buy |
43,377
+2
| +0% | +$83 | 0.27% | 67 |
|
|
2024
Q4 | $1.91M | Buy |
43,375
+2,752
| +7% | +$121K | 0.28% | 64 |
|
|
2024
Q3 | $1.61M | Buy |
40,623
+453
| +1% | +$18K | 0.24% | 72 |
|
|
2024
Q2 | $1.6M | Buy |
40,170
+2,201
| +6% | +$87.5K | 0.26% | 69 |
|
|
2024
Q1 | $1.44M | Sell |
37,969
-275
| -0.7% | -$10.4K | 0.27% | 69 |
|
|
2023
Q4 | $1.29M | Buy |
38,244
+594
| +2% | +$20K | 0.26% | 68 |
|
|
2023
Q3 | $1.03M | Sell |
37,650
-2,546
| -6% | -$69.7K | 0.23% | 73 |
|
|
2023
Q2 | $1.15M | Hold |
40,196
| – | – | 0.26% | 69 |
|
|
2023
Q1 | $1.15M | Buy |
40,196
+670
| +2% | +$19.2K | 0.29% | 63 |
|
|
2022
Q4 | $1.31M | Buy |
39,526
+303
| +0.8% | +$10K | 0.43% | 45 |
|
|
2022
Q3 | $1.19M | Buy |
39,223
+10,908
| +39% | +$330K | 0.4% | 50 |
|
|
2022
Q2 | $881K | Buy |
28,315
+9
| +0% | +$280 | 0.29% | 61 |
|
|
2022
Q1 | $1.17M | Sell |
28,306
-223
| -0.8% | -$9.19K | 0.34% | 52 |
|
|
2021
Q4 | $1.27M | Buy |
28,529
+1,459
| +5% | +$64.9K | 0.37% | 50 |
|
|
2021
Q3 | $1.15M | Buy |
27,070
+2,141
| +9% | +$90.9K | 0.38% | 51 |
|
|
2021
Q2 | $1.03M | Buy |
24,929
+19,700
| +377% | +$812K | 0.34% | 52 |
|
|
2021
Q1 | $202K | Buy |
+5,229
| New | +$202K | 0.08% | 151 |
|