Safeguard Investment Advisory Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
40,676
+427
| +1% | +$20.2K | 0.48% | 25 |
|
|
2025
Q1 | $1.68M | Buy |
40,249
+1,605
| +4% | +$67K | 0.46% | 26 |
|
|
2024
Q4 | $1.7M | Sell |
38,644
-414
| -1% | -$18.2K | 0.47% | 21 |
|
|
2024
Q3 | $1.55M | Sell |
39,058
-2,209
| -5% | -$87.6K | 0.44% | 21 |
|
|
2024
Q2 | $1.64M | Sell |
41,267
-167
| -0.4% | -$6.64K | 0.51% | 21 |
|
|
2024
Q1 | $1.57M | Sell |
41,434
-7,603
| -16% | -$288K | 0.53% | 21 |
|
|
2023
Q4 | $1.65M | Sell |
49,037
-504
| -1% | -$17K | 0.62% | 21 |
|
|
2023
Q3 | $1.36M | Buy |
49,541
+299
| +0.6% | +$8.19K | 0.59% | 23 |
|
|
2023
Q2 | $1.41M | Sell |
49,242
-4,479
| -8% | -$128K | 0.6% | 23 |
|
|
2023
Q1 | $1.54M | Sell |
53,721
-3,790
| -7% | -$108K | 0.74% | 27 |
|
|
2022
Q4 | $1.9M | Buy |
57,511
+615
| +1% | +$20.4K | 1.17% | 22 |
|
|
2022
Q3 | $1.72M | Buy |
56,896
+1,062
| +2% | +$32.1K | 1.18% | 22 |
|
|
2022
Q2 | $2.3M | Hold |
55,834
| – | – | 1.42% | 18 |
|
|
2022
Q1 | $2.3M | Buy |
55,834
+749
| +1% | +$30.9K | 1.57% | 16 |
|
|
2021
Q4 | $2.45M | Sell |
55,085
-1,963
| -3% | -$87.3K | 1.43% | 17 |
|
|
2021
Q3 | $2.42M | Sell |
57,048
-1,944
| -3% | -$82.5K | 1.57% | 17 |
|
|
2021
Q2 | $2.43M | Sell |
58,992
-1,047
| -2% | -$43.2K | 1.73% | 16 |
|
|
2021
Q1 | $2.32M | Sell |
60,039
-1,023
| -2% | -$39.6K | 2.07% | 13 |
|
|
2020
Q4 | $1.85M | Buy |
+61,062
| New | +$1.85M | 1.64% | 13 |
|