SAG
SageView Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
81,566
+5,380
| +7% | +$259K | 0.15% | 82 |
|
|
2025
Q1 | $3.18M | Buy |
76,186
+6,203
| +9% | +$259K | 0.14% | 85 |
|
|
2024
Q4 | $3.08M | Buy |
69,983
+22,986
| +49% | +$1.01M | 0.13% | 88 |
|
|
2024
Q3 | $1.86M | Sell |
46,997
-2,657
| -5% | -$105K | 0.09% | 120 |
|
|
2024
Q2 | $1.97M | Buy |
49,654
+3,861
| +8% | +$154K | 0.09% | 127 |
|
|
2024
Q1 | $1.74M | Sell |
45,793
-5,895
| -11% | -$224K | 0.09% | 127 |
|
|
2023
Q4 | $1.8M | Buy |
51,688
+10,788
| +26% | +$375K | 0.08% | 156 |
|
|
2023
Q3 | $1.12M | Buy |
40,900
+258
| +0.6% | +$7.06K | 0.06% | 192 |
|
|
2023
Q2 | $1.17M | Sell |
40,642
-7,360
| -15% | -$211K | 0.06% | 196 |
|
|
2023
Q1 | $1.37M | Buy |
48,002
+18,196
| +61% | +$520K | 0.09% | 156 |
|
|
2022
Q4 | $987K | Buy |
+29,806
| New | +$987K | 0.08% | 155 |
|