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 |
|