Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $346K | Sell |
|
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|
2023
Q4 | $310K | Sell |
|
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|
2023
Q3 | $271K | Buy |
|
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|
2023
Q2 | $269K | Sell |
|
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|
2023
Q1 | $279K | Buy |
|
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|
2022
Q4 | $296K | Sell |
|
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $325K | Sell |
|
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|
2022
Q1 | $453K | Buy |
|
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|
2021
Q4 | $380K | Buy |
|