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SGL Investment Advisors’s Bank of America BAC Stock Holding History

SGL Investment Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$377K Buy
7,995
+807
+11% +$38.1K 0.18% 89
2025
Q1 		$299K Buy
7,188
+1,782
+33% +$74.1K 0.15% 95
2024
Q4 		$250K Buy
5,406
+421
+8% +$19.5K 0.13% 101
2024
Q3 		$229K Buy
+4,985
New +$229K 0.12% 93