Sheets Smith Wealth Management’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
Q3 | $1.56M | Buy |
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|
2025
Q2 | $625K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $445K | Buy |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $662K | Sell |
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|
2021
Q3 | $632K | Sell |
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|
2021
Q2 | $651K | Hold |
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|
2021
Q1 | $611K | Buy |
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|
2020
Q4 | $467K | Hold |
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|
2020
Q3 | $371K | Hold |
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|
2020
Q2 | $366K | Hold |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $462K | Sell |
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|
2019
Q2 | $474K | Sell |
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|
2019
Q1 | $451K | Sell |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $497K | Sell |
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|
2018
Q1 | $1.95M | Sell |
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|
2017
Q4 | $1.92M | Buy |
|
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|
2017
Q3 | $1.29M | Buy |
|
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|
2017
Q2 | $969K | Sell |
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|
2017
Q1 | $957K | Buy |
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|
2016
Q4 | $378K | Hold |
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|
2016
Q3 | $267K | Buy |
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|
2016
Q2 | $204K | Sell |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $265K | Buy |
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|
2015
Q3 | $245K | Sell |
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|
2015
Q2 | $310K | Buy |
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|
2015
Q1 | $266K | Sell |
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|
2014
Q4 | $316K | Buy |
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|
2014
Q3 | $301K | Buy |
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|
2014
Q2 | $265K | Sell |
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|
2014
Q1 | $320K | Sell |
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|
2013
Q4 | $292K | Buy |
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|
2013
Q3 | $259K | Sell |
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|
2013
Q2 | $243K | Buy |
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