Hummer Financial Advisory Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $379K | Hold |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $205K | Buy |
|