Sage Capital Advisors’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
$594K Buy
12,559
+940
+8% +$44.5K 0.15% 89
2025
Q1
$485K Buy
11,619
+288
+3% +$12K 0.13% 94
2024
Q4
$498K Buy
11,331
+4,989
+79% +$219K 0.13% 91
2024
Q3
$252K Buy
+6,342
New +$252K 0.07% 128