SIA
Schechter Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.13M | Sell |
50,989
-8,951
| -15% | -$374K | 0.18% | 118 |
|
|
2024
Q4 | $2.63M | Sell |
59,940
-1,402
| -2% | -$61.6K | 0.2% | 101 |
|
|
2024
Q3 | $2.43M | Sell |
61,342
-812
| -1% | -$32.2K | 0.18% | 101 |
|
|
2024
Q2 | $2.47M | Buy |
62,154
+726
| +1% | +$28.9K | 0.19% | 95 |
|
|
2024
Q1 | $2.33M | Buy |
61,428
+1,726
| +3% | +$65.5K | 0.17% | 110 |
|
|
2023
Q4 | $2.01M | Buy |
59,702
+4,354
| +8% | +$147K | 0.17% | 118 |
|
|
2023
Q3 | $1.52M | Buy |
55,348
+4,187
| +8% | +$115K | 0.15% | 140 |
|
|
2023
Q2 | $1.47M | Sell |
51,161
-5,984
| -10% | -$172K | 0.13% | 165 |
|
|
2023
Q1 | $1.63M | Sell |
57,145
-19,413
| -25% | -$555K | 0.15% | 158 |
|
|
2022
Q4 | $2.54M | Buy |
76,558
+6,127
| +9% | +$203K | 0.23% | 85 |
|
|
2022
Q3 | $2.13M | Buy |
70,431
+8,155
| +13% | +$246K | 0.21% | 87 |
|
|
2022
Q2 | $1.94M | Sell |
62,276
-11,209
| -15% | -$349K | 0.19% | 101 |
|
|
2022
Q1 | $3.03M | Sell |
73,485
-12,406
| -14% | -$511K | 0.28% | 56 |
|
|
2021
Q4 | $3.82M | Buy |
+85,891
| New | +$3.82M | 0.34% | 45 |
|