SFMG Wealth 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 | $398K | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $248K | Sell |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $236K | Buy |
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|
2017
Q3 | $203K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $256K | Buy |
|