SIA
Schear Investment Advisers’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
23,083
-228
| -1% | -$10.8K | 0.54% | 62 |
|
|
2025
Q1 | $973K | Sell |
23,311
-372
| -2% | -$15.5K | 0.56% | 57 |
|
|
2024
Q4 | $1.04M | Buy |
23,683
+397
| +2% | +$17.4K | 0.55% | 55 |
|
|
2024
Q3 | $924K | Sell |
23,286
-71
| -0.3% | -$2.82K | 0.57% | 57 |
|
|
2024
Q2 | $929K | Sell |
23,357
-2,096
| -8% | -$83.4K | 0.67% | 52 |
|
|
2024
Q1 | $965K | Sell |
25,453
-14,209
| -36% | -$539K | 0.78% | 46 |
|
|
2023
Q4 | $1.34M | Sell |
39,662
-2,040
| -5% | -$68.7K | 1.29% | 24 |
|
|
2023
Q3 | $1.14M | Sell |
41,702
-2,145
| -5% | -$58.7K | 1.23% | 25 |
|
|
2023
Q2 | $1.26M | Buy |
43,847
+5,647
| +15% | +$162K | 1.33% | 22 |
|
|
2023
Q1 | $1.09M | Buy |
38,200
+199
| +0.5% | +$5.69K | 1.31% | 25 |
|
|
2022
Q4 | $1.26M | Buy |
+38,001
| New | +$1.26M | 1.55% | 21 |
|