Sage Mountain Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Buy |
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|
2025
Q1 | $7.52M | Buy |
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|
2024
Q4 | $7.91M | Sell |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $9.72M | Buy |
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|
2023
Q4 | $8.53M | Buy |
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|
2023
Q3 | $6.84M | Buy |
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|
2023
Q2 | $7.15M | Sell |
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|
2023
Q1 | $7.18M | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $241K | Buy |
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