SIA
Sage Investment Advisers’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $317K | Sell |
7,999
-1,103
| -12% | -$43.8K | 0.33% | 53 |
|
|
2024
Q2 | $362K | Sell |
9,102
-18
| -0.2% | -$716 | 0.41% | 49 |
|
|
2024
Q1 | $346K | Sell |
9,120
-102
| -1% | -$3.87K | 0.4% | 51 |
|
|
2023
Q4 | $310K | Sell |
9,222
-662
| -7% | -$22.3K | 0.38% | 49 |
|
|
2023
Q3 | $271K | Buy |
9,884
+504
| +5% | +$13.8K | 0.37% | 49 |
|
|
2023
Q2 | $269K | Sell |
9,380
-378
| -4% | -$10.8K | 0.36% | 48 |
|
|
2023
Q1 | $279K | Buy |
9,758
+806
| +9% | +$23.1K | 0.37% | 46 |
|
|
2022
Q4 | $296K | Sell |
8,952
-1,538
| -15% | -$50.9K | 0.42% | 47 |
|
|
2022
Q3 | $317K | Buy |
10,490
+45
| +0.4% | +$1.36K | 0.5% | 46 |
|
|
2022
Q2 | $325K | Sell |
10,445
-542
| -5% | -$16.9K | 0.51% | 47 |
|
|
2022
Q1 | $453K | Buy |
10,987
+2,446
| +29% | +$101K | 0.6% | 40 |
|
|
2021
Q4 | $380K | Buy |
+8,541
| New | +$380K | 0.49% | 46 |
|