Seven Mile Advisory’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
13,959
-876
| -6% | -$41.5K | 0.4% | 40 |
|
|
2025
Q1 | $619K | Buy |
14,835
+24
| +0.2% | +$1K | 0.41% | 43 |
|
|
2024
Q4 | $651K | Buy |
14,811
+2,104
| +17% | +$92.5K | 0.42% | 39 |
|
|
2024
Q3 | $504K | Buy |
12,707
+4,578
| +56% | +$182K | 0.33% | 59 |
|
|
2024
Q2 | $323K | Sell |
8,129
-4,008
| -33% | -$159K | 0.24% | 84 |
|
|
2024
Q1 | $460K | Buy |
12,137
+1,044
| +9% | +$39.6K | 0.35% | 59 |
|
|
2023
Q4 | $374K | Buy |
11,093
+513
| +5% | +$17.3K | 0.32% | 67 |
|
|
2023
Q3 | $290K | Buy |
10,580
+1,557
| +17% | +$42.6K | 0.3% | 76 |
|
|
2023
Q2 | $259K | Buy |
+9,023
| New | +$259K | 0.3% | 81 |
|