Sequoia Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
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|
2025
Q1 | $31.2M | Buy |
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|
2024
Q4 | $28.3M | Buy |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $21.4M | Buy |
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|
2024
Q1 | $17.9M | Sell |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $3.67M | Sell |
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|
2023
Q2 | $3.99M | Buy |
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|
2023
Q1 | $2.31M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $4.2M | Sell |
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|
2019
Q3 | $3.62M | Sell |
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|
2019
Q2 | $3.71M | Buy |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $898K | Buy |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $796K | Sell |
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|
2017
Q1 | $806K | Sell |
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|
2016
Q4 | $757K | Buy |
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|
2016
Q3 | $527K | Buy |
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|
2016
Q2 | $416K | Buy |
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|
2016
Q1 | $423K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $219K | Buy |
|