Roosevelt Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.79M | Hold |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1M | Hold |
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|
2020
Q3 | $799K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $26.7M | Buy |
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|
2015
Q3 | $8.52M | Sell |
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|
2015
Q2 | $9.78M | Buy |
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|
2015
Q1 | $534K | Sell |
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|
2014
Q4 | $633K | Sell |
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|
2014
Q3 | $611K | Sell |
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|
2014
Q2 | $615K | Sell |
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|
2014
Q1 | $705K | Buy |
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|
2013
Q4 | $622K | Sell |
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|
2013
Q3 | $605K | Buy |
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|
2013
Q2 | $468K | Buy |
|