Sargent Bickham Lagudis’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $649K | Sell |
19,606
-3,500
| -15% | -$116K | 0.05% | 158 |
|
|
2022
Q3 | $697K | Sell |
23,106
-225
| -1% | -$6.79K | 0.06% | 148 |
|
|
2022
Q2 | $726K | Buy |
23,331
+1,225
| +6% | +$38.1K | 0.06% | 153 |
|
|
2022
Q1 | $911K | Sell |
22,106
-1,372
| -6% | -$56.5K | 0.07% | 145 |
|
|
2021
Q4 | $1.05M | Sell |
23,478
-6,625
| -22% | -$295K | 0.08% | 130 |
|
|
2021
Q3 | $1.28M | Buy |
30,103
+1,760
| +6% | +$74.7K | 0.1% | 119 |
|
|
2021
Q2 | $1.17M | Buy |
28,343
+1,311
| +5% | +$54.1K | 0.1% | 121 |
|
|
2021
Q1 | $1.05M | Buy |
27,032
+675
| +3% | +$26.1K | 0.09% | 119 |
|
|
2020
Q4 | $799K | Buy |
26,357
+7,063
| +37% | +$214K | 0.07% | 123 |
|
|
2020
Q3 | $465K | Buy |
19,294
+3,026
| +19% | +$72.9K | 0.05% | 147 |
|
|
2020
Q2 | $386K | Buy |
16,268
+4,090
| +34% | +$97K | 0.04% | 153 |
|
|
2020
Q1 | $259K | Buy |
12,178
+6,203
| +104% | +$132K | 0.03% | 179 |
|
|
2019
Q4 | $210K | Buy |
5,975
+3,373
| +130% | +$119K | 0.02% | 198 |
|
|
2019
Q3 | $76K | Buy |
2,602
+374
| +17% | +$10.9K | 0.01% | 284 |
|
|
2019
Q2 | $65K | Sell |
2,228
-1,375
| -38% | -$40.1K | 0.01% | 329 |
|
|
2019
Q1 | $99K | Sell |
3,603
-2,879
| -44% | -$79.1K | 0.01% | 293 |
|
|
2018
Q4 | $160K | Buy |
6,482
+1,696
| +35% | +$41.9K | 0.02% | 222 |
|
|
2018
Q3 | $141K | Buy |
4,786
+1,582
| +49% | +$46.6K | 0.02% | 240 |
|
|
2018
Q2 | $90K | Sell |
3,204
-11
| -0.3% | -$309 | 0.01% | 284 |
|
|
2018
Q1 | $96K | Buy |
3,215
+468
| +17% | +$14K | 0.01% | 276 |
|
|
2017
Q4 | $81K | Buy |
2,747
+101
| +4% | +$2.98K | 0.01% | 303 |
|
|
2017
Q3 | $67K | Buy |
+2,646
| New | +$67K | 0.01% | 322 |
|
|
2017
Q2 | – | Sell |
-832
| Closed | -$20K | – | 772 |
|
|
2017
Q1 | $20K | Sell |
832
-537
| -39% | -$12.9K | ﹤0.01% | 484 |
|
|
2016
Q4 | $30K | Hold |
1,369
| – | – | ﹤0.01% | 408 |
|
|
2016
Q3 | $21 | Buy |
1,369
+526
| +62% | +$8 | ﹤0.01% | 471 |
|
|
2016
Q2 | $11K | Buy |
843
+3
| +0.4% | +$39 | ﹤0.01% | 527 |
|
|
2016
Q1 | $11K | Buy |
+840
| New | +$11K | ﹤0.01% | 553 |
|