SAI
Savvy Advisors Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
38,509
+6,848
| +22% | +$324K | 0.12% | 128 |
|
|
2025
Q1 | $1.32M | Buy |
31,661
+16,863
| +114% | +$704K | 0.13% | 129 |
|
|
2024
Q4 | $650K | Buy |
14,798
+2,340
| +19% | +$103K | 0.08% | 209 |
|
|
2024
Q3 | $494K | Buy |
12,458
+2,426
| +24% | +$96.3K | 0.1% | 182 |
|
|
2024
Q2 | $399K | Buy |
10,032
+2,819
| +39% | +$112K | 0.13% | 172 |
|
|
2024
Q1 | $274K | Buy |
7,213
+676
| +10% | +$25.6K | 0.16% | 175 |
|
|
2023
Q4 | $220K | Buy |
+6,537
| New | +$220K | 0.21% | 139 |
|