Silver Oak Securities’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 | $1.85M | Sell |
39,114
-771
| -2% | -$36.5K | 0.15% | 150 |
|
|
2025
Q1 | $1.65M | Sell |
39,885
-2,357
| -6% | -$97.2K | 0.15% | 153 |
|
|
2024
Q4 | $1.85M | Buy |
42,242
+31,297
| +286% | +$1.37M | 0.17% | 131 |
|
|
2024
Q3 | $431K | Buy |
10,945
+3,164
| +41% | +$125K | 0.05% | 351 |
|
|
2024
Q2 | $309K | Buy |
7,781
+983
| +14% | +$39.1K | 0.05% | 285 |
|
|
2024
Q1 | $258K | Sell |
6,798
-688
| -9% | -$26.1K | 0.04% | 324 |
|
|
2023
Q4 | $252K | Buy |
7,486
+826
| +12% | +$27.8K | 0.03% | 412 |
|
|
2023
Q3 | $182K | Sell |
6,660
-1,552
| -19% | -$42.5K | 0.04% | 303 |
|
|
2023
Q2 | $236K | Buy |
+8,212
| New | +$236K | 0.04% | 389 |
|
|
2023
Q1 | – | Sell |
-6,504
| Closed | -$215K | – | 398 |
|
|
2022
Q4 | $215K | Sell |
6,504
-156
| -2% | -$5.16K | 0.04% | 274 |
|
|
2022
Q3 | $182K | Buy |
+6,660
| New | +$182K | 0.04% | 303 |
|