Saxon Interests’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
$261K Hold
6,246
0.12% 153
2025
Q1
$261K Buy
6,246
+563
+10% +$23.5K 0.12% 153
2024
Q4
$250K Sell
5,683
-14
-0.2% -$615 0.11% 158
2024
Q3
$226K Sell
5,697
-1,527
-21% -$60.6K 0.1% 160
2024
Q2
$287K Sell
7,224
-504
-7% -$20K 0.14% 136
2024
Q1
$293K Sell
7,728
-5
-0.1% -$190 0.14% 137
2023
Q4
$260K Buy
+7,733
New +$260K 0.13% 152
2023
Q2
Sell
-8,281
Closed -$237K 169
2023
Q1
$237K Buy
8,281
+1,886
+29% +$53.9K 0.13% 152
2022
Q4
$217K Buy
6,395
+6
+0.1% +$203 0.12% 147
2022
Q3
$204K Sell
6,389
-35
-0.5% -$1.12K 0.12% 144
2022
Q2
$200K Sell
6,424
-2,847
-31% -$88.6K 0.12% 141
2022
Q1
$382K Buy
9,271
+308
+3% +$12.7K 0.2% 97
2021
Q4
$441K Buy
+8,963
New +$441K 0.25% 80