SWA
SFMG Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
8,413
-2,305
| -22% | -$109K | 0.03% | 178 |
|
|
2025
Q1 | $447K | Buy |
10,718
+217
| +2% | +$9.06K | 0.04% | 159 |
|
|
2024
Q4 | $462K | Buy |
10,501
+138
| +1% | +$6.07K | 0.04% | 157 |
|
|
2024
Q3 | $411K | Sell |
10,363
-1,450
| -12% | -$57.5K | 0.03% | 166 |
|
|
2024
Q2 | $470K | Sell |
11,813
-764
| -6% | -$30.4K | 0.04% | 147 |
|
|
2024
Q1 | $477K | Sell |
12,577
-1,320
| -9% | -$50.1K | 0.04% | 149 |
|
|
2023
Q4 | $468K | Buy |
13,897
+31
| +0.2% | +$1.04K | 0.04% | 146 |
|
|
2023
Q3 | $380K | Buy |
13,866
+1,510
| +12% | +$41.3K | 0.04% | 155 |
|
|
2023
Q2 | $355K | Buy |
12,356
+10
| +0.1% | +$287 | 0.04% | 157 |
|
|
2023
Q1 | $353K | Buy |
12,346
+4,961
| +67% | +$142K | 0.04% | 164 |
|
|
2022
Q4 | $245K | Hold |
7,385
| – | – | 0.03% | 199 |
|
|
2022
Q3 | $221K | Buy |
7,385
+21
| +0.3% | +$628 | 0.03% | 206 |
|
|
2022
Q2 | $229K | Buy |
7,364
+784
| +12% | +$24.4K | 0.03% | 214 |
|
|
2022
Q1 | $271K | Buy |
6,580
+1,111
| +20% | +$45.8K | 0.03% | 217 |
|
|
2021
Q4 | $243K | Buy |
5,469
+440
| +9% | +$19.6K | 0.02% | 235 |
|
|
2021
Q3 | $213K | Buy |
+5,029
| New | +$213K | 0.02% | 231 |
|
|
2021
Q2 | – | Sell |
-6,089
| Closed | -$236K | – | 263 |
|
|
2021
Q1 | $236K | Buy |
+6,089
| New | +$236K | 0.03% | 208 |
|
|
2020
Q1 | – | Sell |
-8,186
| Closed | -$288K | – | 150 |
|
|
2019
Q4 | $288K | Sell |
8,186
-60
| -0.7% | -$2.11K | 0.04% | 130 |
|
|
2019
Q3 | $241K | Buy |
8,246
+40
| +0.5% | +$1.17K | 0.03% | 129 |
|
|
2019
Q2 | $253K | Sell |
8,206
-307
| -4% | -$9.47K | 0.03% | 128 |
|
|
2019
Q1 | $235K | Sell |
8,513
-987
| -10% | -$27.2K | 0.03% | 126 |
|
|
2018
Q4 | $234K | Buy |
9,500
+619
| +7% | +$15.2K | 0.04% | 118 |
|
|
2018
Q3 | $248K | Sell |
8,881
-8,777
| -50% | -$245K | 0.04% | 111 |
|
|
2018
Q2 | $217K | Buy |
17,658
+9,643
| +120% | +$119K | 0.04% | 139 |
|
|
2018
Q1 | $240K | Buy |
8,015
+7
| +0.1% | +$210 | 0.04% | 122 |
|
|
2017
Q4 | $236K | Buy |
8,008
+8
| +0.1% | +$236 | 0.04% | 124 |
|
|
2017
Q3 | $203K | Buy |
+8,000
| New | +$203K | 0.04% | 122 |
|
|
2015
Q2 | – | Sell |
-16,630
| Closed | -$256K | – | 125 |
|
|
2015
Q1 | $256K | Buy |
+16,630
| New | +$256K | 0.02% | 149 |
|