Sara-Bay Financial’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
Q3 | $573K | Buy |
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|
2025
Q2 | $478K | Hold |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $487K | Hold |
|
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $575K | Buy |
|
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|
2024
Q1 | $379K | Hold |
|
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $293K | Buy |
|
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $473K | Hold |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $411K | Hold |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $274K | Buy |
|