Sigma Planning Corp’s Bank of America BAC Stock Holding History

Sigma Planning Corp’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.65M	Sell	98,256 -3,674	-4%	-$174K	0.14%	148
2025 Q1	$4.25M	Sell	101,930 -2,781	-3%	-$116K	0.14%	152
2024 Q4	$4.6M	Sell	104,711 -1,975	-2%	-$86.8K	0.14%	148
2024 Q3	$4.23M	Sell	106,686 -3,701	-3%	-$147K	0.13%	156
2024 Q2	$4.39M	Sell	110,387 -813	-0.7%	-$32.3K	0.14%	143
2024 Q1	$4.22M	Buy	111,200 +55,770	+101%	+$2.11M	0.13%	158
2023 Q4	$1.87M	Sell	55,430 -72,202	-57%	-$2.43M	0.15%	147
2023 Q3	$3.49M	Sell	127,632 -12,302	-9%	-$337K	0.13%	156
2023 Q2	$4.01M	Sell	139,934 -64,431	-32%	-$1.85M	0.14%	139
2023 Q1	$5.84M	Sell	204,365 -16,087	-7%	-$460K	0.19%	114
2022 Q4	$7.3M	Buy	220,452 +10,655	+5%	+$353K	0.26%	84
2022 Q3	$6.34M	Buy	209,797 +1,883	+0.9%	+$56.9K	0.24%	88
2022 Q2	$6.47M	Sell	207,914 -1,604	-0.8%	-$49.9K	0.22%	87
2022 Q1	$8.64M	Sell	209,518 -1,938	-0.9%	-$79.9K	0.26%	72
2021 Q4	$9.41M	Buy	211,456 +14,679	+7%	+$653K	0.26%	70
2021 Q3	$8.35M	Buy	196,777 +3,348	+2%	+$142K	0.25%	78
2021 Q2	$7.98M	Buy	193,429 +13,791	+8%	+$569K	0.24%	87
2021 Q1	$6.95M	Buy	179,638 +20,245	+13%	+$783K	0.22%	98
2020 Q4	$4.83M	Sell	159,393 -4,429	-3%	-$134K	0.16%	137
2020 Q3	$3.95M	Sell	163,822 -15,681	-9%	-$378K	0.16%	140
2020 Q2	$4.26M	Sell	179,503 -3,124	-2%	-$74.2K	0.19%	114
2020 Q1	$3.88M	Sell	182,627 -6	-0%	-$127	0.23%	90
2019 Q4	$6.43M	Buy	182,633 +689	+0.4%	+$24.3K	0.27%	69
2019 Q3	$5.31M	Sell	181,944 -3,979	-2%	-$116K	0.25%	84
2019 Q2	$5.39M	Sell	185,923 -9,165	-5%	-$266K	0.28%	78
2019 Q1	$5.38M	Sell	195,088 -6,231	-3%	-$172K	0.31%	72
2018 Q4	$4.96M	Buy	201,319 +5,453	+3%	+$134K	0.36%	61
2018 Q3	$5.77M	Sell	195,866 -2,628	-1%	-$77.4K	0.34%	64
2018 Q2	$5.6M	Buy	198,494 +3,135	+2%	+$88.4K	0.37%	53
2018 Q1	$5.86M	Buy	195,359 +12,359	+7%	+$371K	0.43%	47
2017 Q4	$5.4M	Buy	183,000 +17,562	+11%	+$518K	0.42%	47
2017 Q3	$4.19M	Sell	165,438 -912	-0.5%	-$23.1K	0.35%	54
2017 Q2	$4.04M	Sell	166,350 -6,260	-4%	-$152K	0.38%	50
2017 Q1	$4.07M	Buy	172,610 +8,780	+5%	+$207K	0.39%	51
2016 Q4	$3.62M	Buy	163,830 +9,607	+6%	+$212K	0.4%	50
2016 Q3	$2.41M	Sell	154,223 -3,877	-2%	-$60.7K	0.29%	79
2016 Q2	$2.1M	Buy	158,100 +29,662	+23%	+$394K	0.27%	81
2016 Q1	$1.74M	Buy	128,438 +5,240	+4%	+$70.8K	0.24%	98
2015 Q4	$2.07M	Buy	123,198 +10,299	+9%	+$173K	0.29%	74
2015 Q3	$1.76M	Buy	112,899 +21,152	+23%	+$330K	0.28%	78
2015 Q2	$1.56M	Sell	91,747 -12,543	-12%	-$214K	0.22%	115
2015 Q1	$1.61M	Buy	104,290 +3,384	+3%	+$52.1K	0.21%	121
2014 Q4	$1.81M	Buy	+100,906	New	+$1.81M	0.24%	105