SMA
Sage Mountain Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Buy |
184,222
+3,906
| +2% | +$185K | 0.57% | 29 |
|
|
2025
Q1 | $7.52M | Buy |
180,316
+390
| +0.2% | +$16.3K | 0.55% | 28 |
|
|
2024
Q4 | $7.91M | Sell |
179,926
-85,382
| -32% | -$3.75M | 0.58% | 28 |
|
|
2024
Q3 | $10.5M | Buy |
265,308
+1,016
| +0.4% | +$40.3K | 0.9% | 18 |
|
|
2024
Q2 | $10.5M | Buy |
264,292
+7,870
| +3% | +$313K | 0.97% | 17 |
|
|
2024
Q1 | $9.72M | Buy |
256,422
+3,176
| +1% | +$120K | 1.01% | 16 |
|
|
2023
Q4 | $8.53M | Buy |
253,246
+3,415
| +1% | +$115K | 0.99% | 17 |
|
|
2023
Q3 | $6.84M | Buy |
249,831
+452
| +0.2% | +$12.4K | 0.94% | 17 |
|
|
2023
Q2 | $7.15M | Sell |
249,379
-1,565
| -0.6% | -$44.9K | 1.02% | 17 |
|
|
2023
Q1 | $7.18M | Buy |
250,944
+239,003
| +2,002% | +$6.84M | 1.16% | 17 |
|
|
2022
Q4 | $395K | Buy |
11,941
+3,046
| +34% | +$101K | 0.09% | 86 |
|
|
2022
Q3 | $269K | Buy |
8,895
+281
| +3% | +$8.5K | 0.07% | 122 |
|
|
2022
Q2 | $268K | Buy |
8,614
+223
| +3% | +$6.94K | 0.05% | 364 |
|
|
2022
Q1 | $346K | Sell |
8,391
-2,064
| -20% | -$85.1K | 0.05% | 349 |
|
|
2021
Q4 | $465K | Buy |
10,455
+1,263
| +14% | +$56.2K | 0.06% | 324 |
|
|
2021
Q3 | $390K | Sell |
9,192
-76
| -0.8% | -$3.23K | 0.06% | 299 |
|
|
2021
Q2 | $382K | Buy |
9,268
+3,049
| +49% | +$126K | 0.06% | 274 |
|
|
2021
Q1 | $241K | Buy |
+6,219
| New | +$241K | 0.05% | 270 |
|