SAM
Secure Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
46,655
-17,556
| -27% | -$831K | 0.41% | 66 |
|
|
2025
Q1 | $2.68M | Buy |
64,211
+54,159
| +539% | +$2.26M | 0.54% | 51 |
|
|
2024
Q4 | $442K | Sell |
10,052
-3,825
| -28% | -$168K | 0.07% | 211 |
|
|
2024
Q3 | $551K | Sell |
13,877
-4,524
| -25% | -$180K | 0.09% | 171 |
|
|
2024
Q2 | $732K | Buy |
18,401
+8,388
| +84% | +$334K | 0.14% | 140 |
|
|
2024
Q1 | $380K | Buy |
+10,013
| New | +$380K | 0.09% | 149 |
|