Sara-Bay Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
10,101
| – | – | 0.17% | 48 |
|
|
2025
Q1 | $417K | Sell |
10,101
-999
| -9% | -$41.2K | 0.18% | 57 |
|
|
2024
Q4 | $487K | Hold |
11,100
| – | – | 0.18% | 54 |
|
|
2024
Q3 | $440K | Sell |
11,100
-3,348
| -23% | -$133K | 0.16% | 64 |
|
|
2024
Q2 | $575K | Buy |
14,448
+4,350
| +43% | +$173K | 0.23% | 53 |
|
|
2024
Q1 | $379K | Hold |
10,098
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $340K | Sell |
10,098
-99
| -1% | -$3.33K | 0.17% | 66 |
|
|
2023
Q3 | $279K | Buy |
10,197
+1
| +0% | +$27 | 0.14% | 65 |
|
|
2023
Q2 | $293K | Buy |
10,196
+1
| +0% | +$29 | 0.14% | 65 |
|
|
2023
Q1 | $292K | Sell |
10,195
-286
| -3% | -$8.18K | 0.15% | 65 |
|
|
2022
Q4 | $347K | Sell |
10,481
-155
| -1% | -$5.13K | 0.2% | 60 |
|
|
2022
Q3 | $321K | Hold |
10,636
| – | – | 0.18% | 58 |
|
|
2022
Q2 | $332K | Hold |
10,636
| – | – | 0.16% | 61 |
|
|
2022
Q1 | $438K | Buy |
10,636
+1
| +0% | +$41 | 0.17% | 57 |
|
|
2021
Q4 | $473K | Hold |
10,635
| – | – | 0.14% | 56 |
|
|
2021
Q3 | $451K | Sell |
10,635
-95,900
| -90% | -$4.07M | 0.18% | 51 |
|
|
2021
Q2 | $438K | Buy |
106,535
+95,900
| +902% | +$394K | 0.17% | 55 |
|
|
2021
Q1 | $411K | Hold |
10,635
| – | – | 0.17% | 55 |
|
|
2020
Q4 | $322K | Sell |
10,635
-953
| -8% | -$28.9K | 0.15% | 59 |
|
|
2020
Q3 | $279K | Hold |
11,588
| – | – | 0.15% | 62 |
|
|
2020
Q2 | $274K | Buy |
+11,588
| New | +$274K | 0.16% | 62 |
|