SHFA
SC&H Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
8,077
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $337K | Hold |
8,077
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $355K | Sell |
8,077
-200
| -2% | -$8.79K | 0.07% | 106 |
|
|
2024
Q3 | $328K | Sell |
8,277
-2,207
| -21% | -$87.6K | 0.07% | 115 |
|
|
2024
Q2 | $417K | Buy |
10,484
+4,346
| +71% | +$173K | 0.1% | 96 |
|
|
2024
Q1 | $233K | Sell |
6,138
-1,440
| -19% | -$54.6K | 0.06% | 130 |
|
|
2023
Q4 | $255K | Buy |
+7,578
| New | +$255K | 0.07% | 121 |
|