SEIA
Signature Estate & Investment Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
12,476
+701
| +6% | +$33.2K | 0.01% | 336 |
|
|
2025
Q1 | $491K | Buy |
11,775
+303
| +3% | +$12.6K | 0.01% | 341 |
|
|
2024
Q4 | $504K | Buy |
11,472
+694
| +6% | +$30.5K | 0.01% | 327 |
|
|
2024
Q3 | $428K | Sell |
10,778
-284
| -3% | -$11.3K | 0.01% | 338 |
|
|
2024
Q2 | $440K | Buy |
11,062
+5,774
| +109% | +$230K | 0.01% | 313 |
|
|
2024
Q1 | $201K | Buy |
+5,288
| New | +$201K | 0.01% | 172 |
|
|
2023
Q2 | – | Sell |
-8,064
| Closed | -$231K | – | 175 |
|
|
2023
Q1 | $231K | Sell |
8,064
-334
| -4% | -$9.57K | 0.01% | 165 |
|
|
2022
Q4 | $279K | Sell |
8,398
-700
| -8% | -$23.3K | 0.01% | 156 |
|
|
2022
Q3 | $275K | Sell |
9,098
-831
| -8% | -$25.1K | 0.01% | 141 |
|
|
2022
Q2 | $309K | Sell |
9,929
-477
| -5% | -$14.8K | 0.02% | 137 |
|
|
2022
Q1 | $429K | Sell |
10,406
-755
| -7% | -$31.1K | 0.02% | 116 |
|
|
2021
Q4 | $497K | Buy |
11,161
+848
| +8% | +$37.8K | 0.02% | 115 |
|
|
2021
Q3 | $438K | Buy |
10,313
+56
| +0.5% | +$2.38K | 0.02% | 121 |
|
|
2021
Q2 | $423K | Buy |
10,257
+325
| +3% | +$13.4K | 0.02% | 122 |
|
|
2021
Q1 | $384K | Buy |
9,932
+1,076
| +12% | +$41.6K | 0.02% | 125 |
|
|
2020
Q4 | $268K | Buy |
8,856
+312
| +4% | +$9.44K | 0.01% | 138 |
|
|
2020
Q3 | $206K | Buy |
+8,544
| New | +$206K | 0.01% | 144 |
|
|
2020
Q1 | – | Sell |
-6,698
| Closed | -$236K | – | 134 |
|
|
2019
Q4 | $236K | Sell |
6,698
-627
| -9% | -$22.1K | 0.01% | 149 |
|
|
2019
Q3 | $214K | Buy |
+7,325
| New | +$214K | 0.01% | 148 |
|
|
2019
Q2 | – | Sell |
-9,385
| Closed | -$259K | – | 154 |
|
|
2019
Q1 | $259K | Sell |
9,385
-3,776
| -29% | -$104K | 0.02% | 140 |
|
|
2018
Q4 | $324K | Sell |
13,161
-753,290
| -98% | -$18.5M | 0.03% | 127 |
|
|
2018
Q3 | $22.6M | Buy |
766,451
+21,593
| +3% | +$636K | 2.03% | 22 |
|
|
2018
Q2 | $21M | Buy |
744,858
+17,606
| +2% | +$496K | 1.98% | 18 |
|
|
2018
Q1 | $21.8M | Buy |
727,252
+24,619
| +4% | +$738K | 2.21% | 10 |
|
|
2017
Q4 | $20.7M | Buy |
702,633
+16,137
| +2% | +$476K | 2.12% | 12 |
|
|
2017
Q3 | $17.4M | Sell |
686,496
-24,274
| -3% | -$615K | 1.94% | 18 |
|
|
2017
Q2 | $17.2M | Buy |
710,770
+27,026
| +4% | +$656K | 2.04% | 14 |
|
|
2017
Q1 | $16.1M | Sell |
683,744
-48,260
| -7% | -$1.14M | 2.02% | 15 |
|
|
2016
Q4 | $16.2M | Buy |
732,004
+680,922
| +1,333% | +$15M | 2.24% | 11 |
|
|
2016
Q3 | $799K | Buy |
+51,082
| New | +$799K | 0.12% | 75 |
|
|
2016
Q1 | – | Sell |
-10,480
| Closed | -$176K | – | 125 |
|
|
2015
Q4 | $176K | Buy |
+10,480
| New | +$176K | 0.03% | 103 |
|
|
2014
Q3 | – | Sell |
-11,242
| Closed | -$173K | – | 70 |
|
|
2014
Q2 | $173K | Buy |
+11,242
| New | +$173K | 0.06% | 58 |
|