Sierra Summit Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
44,318
-330
| -0.7% | -$15.6K | 0.37% | 46 |
|
|
2025
Q1 | $1.86M | Buy |
44,648
+16,237
| +57% | +$678K | 0.4% | 47 |
|
|
2024
Q4 | $1.25M | Buy |
28,411
+3,945
| +16% | +$173K | 0.25% | 59 |
|
|
2024
Q3 | $971K | Buy |
24,466
+4,152
| +20% | +$165K | 0.22% | 61 |
|
|
2024
Q2 | $808K | Buy |
20,314
+11,714
| +136% | +$466K | 0.2% | 60 |
|
|
2024
Q1 | $326K | Hold |
8,600
| – | – | 0.09% | 123 |
|
|
2023
Q4 | $290K | Buy |
+8,600
| New | +$290K | 0.08% | 138 |
|