SBIA
Sheaff Brock Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.12M | Sell |
74,774
-4
| -0% | -$167 | 0.29% | 75 |
|
|
2024
Q4 | $3.29M | Sell |
74,778
-3,483
| -4% | -$153K | 0.29% | 75 |
|
|
2024
Q3 | $3.11M | Sell |
78,261
-13,401
| -15% | -$532K | 0.27% | 78 |
|
|
2024
Q2 | $3.65M | Sell |
91,662
-18,157
| -17% | -$722K | 0.34% | 66 |
|
|
2024
Q1 | $4.16M | Sell |
109,819
-2,060
| -2% | -$78.1K | 0.26% | 63 |
|
|
2023
Q4 | $3.77M | Sell |
111,879
-2,239
| -2% | -$75.4K | 0.29% | 64 |
|
|
2023
Q3 | $3.12M | Sell |
114,118
-18,269
| -14% | -$500K | 0.28% | 73 |
|
|
2023
Q2 | $3.8M | Sell |
132,387
-1,943
| -1% | -$55.7K | 0.32% | 63 |
|
|
2023
Q1 | $3.84M | Buy |
134,330
+2,585
| +2% | +$73.9K | 0.35% | 61 |
|
|
2022
Q4 | $4.36M | Buy |
131,745
+6,163
| +5% | +$204K | 0.43% | 53 |
|
|
2022
Q3 | $3.79M | Sell |
125,582
-84
| -0.1% | -$2.54K | 0.41% | 54 |
|
|
2022
Q2 | $3.91M | Buy |
125,666
+382
| +0.3% | +$11.9K | 0.33% | 58 |
|
|
2022
Q1 | $5.17M | Sell |
125,284
-5,931
| -5% | -$245K | 0.36% | 55 |
|
|
2021
Q4 | $5.84M | Buy |
131,215
+43
| +0% | +$1.91K | 0.39% | 50 |
|
|
2021
Q3 | $5.57M | Buy |
131,172
+285
| +0.2% | +$12.1K | 0.41% | 51 |
|
|
2021
Q2 | $5.4M | Buy |
130,887
+430
| +0.3% | +$17.7K | 0.39% | 50 |
|
|
2021
Q1 | $5.05M | Buy |
130,457
+456
| +0.4% | +$17.6K | 0.4% | 52 |
|
|
2020
Q4 | $3.94M | Sell |
130,001
-14,852
| -10% | -$450K | 0.33% | 57 |
|
|
2020
Q3 | $3.49M | Sell |
144,853
-1,610
| -1% | -$38.8K | 0.32% | 62 |
|
|
2020
Q2 | $3.48M | Buy |
146,463
+7,663
| +6% | +$182K | 0.34% | 56 |
|
|
2020
Q1 | $2.95M | Sell |
138,800
-24,155
| -15% | -$513K | 0.39% | 53 |
|
|
2019
Q4 | $5.74M | Sell |
162,955
-25,388
| -13% | -$894K | 0.56% | 34 |
|
|
2019
Q3 | $5.49M | Sell |
188,343
-3,894
| -2% | -$114K | 0.59% | 34 |
|
|
2019
Q2 | $5.58M | Sell |
192,237
-2,000
| -1% | -$58K | 0.6% | 31 |
|
|
2019
Q1 | $5.36M | Sell |
194,237
-3,559
| -2% | -$98.2K | 0.65% | 35 |
|
|
2018
Q4 | $4.87M | Sell |
197,796
-10,182
| -5% | -$251K | 0.77% | 33 |
|
|
2018
Q3 | $6.13M | Sell |
207,978
-67,431
| -24% | -$1.99M | 0.58% | 31 |
|
|
2018
Q2 | $7.76M | Sell |
275,409
-7,829
| -3% | -$221K | 0.76% | 21 |
|
|
2018
Q1 | $8.49M | Sell |
283,238
-738
| -0.3% | -$22.1K | 0.88% | 17 |
|
|
2017
Q4 | $8.38M | Sell |
283,976
-336
| -0.1% | -$9.92K | 1.09% | 19 |
|
|
2017
Q3 | $7.2M | Sell |
284,312
-4,350
| -2% | -$110K | 0.95% | 21 |
|
|
2017
Q2 | $7M | Buy |
288,662
+10,019
| +4% | +$243K | 0.92% | 22 |
|
|
2017
Q1 | $6.57M | Sell |
278,643
-41,626
| -13% | -$982K | 0.85% | 25 |
|
|
2016
Q4 | $7.08M | Sell |
320,269
-100,870
| -24% | -$2.23M | 0.9% | 22 |
|
|
2016
Q3 | $6.59M | Sell |
421,139
-24,357
| -5% | -$381K | 0.88% | 23 |
|
|
2016
Q2 | $5.91M | Sell |
445,496
-6,151
| -1% | -$81.6K | 0.75% | 25 |
|
|
2016
Q1 | $6.11M | Sell |
451,647
-12,324
| -3% | -$167K | 0.75% | 26 |
|
|
2015
Q4 | $7.81M | Buy |
+463,971
| New | +$7.81M | 0.88% | 21 |
|