Sit Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Buy |
295,873
+17,615
| +6% | +$909K | 0.29% | 79 |
|
|
2025
Q4 | $15.3M | Sell |
278,258
-31,780
| -10% | -$1.68M | 0.3% | 79 |
|
|
2025
Q3 | $16M | Buy |
310,038
+9,610
| +3% | +$469K | 0.32% | 73 |
|
|
2025
Q2 | $14.2M | Buy |
300,428
+19,618
| +7% | +$825K | 0.3% | 82 |
|
|
2025
Q1 | $11.7M | Buy |
280,810
+52,495
| +23% | +$2.34M | 0.27% | 101 |
|
|
2024
Q4 | $10M | Buy |
228,315
+98,319
| +76% | +$4.33M | 0.23% | 120 |
|
|
2024
Q3 | $5.16M | Buy |
129,996
+101,400
| +355% | +$4.06M | 0.12% | 197 |
|
|
2024
Q2 | $1.14M | Sell |
28,596
-675
| -2% | -$25.9K | 0.03% | 355 |
|
|
2024
Q1 | $1.11M | Hold |
29,271
| – | – | 0.03% | 350 |
|
|
2023
Q4 | $986K | Sell |
29,271
-949
| -3% | -$27.6K | 0.02% | 360 |
|
|
2023
Q3 | $827K | Sell |
30,220
-38,350
| -56% | -$1.13M | 0.02% | 356 |
|
|
2023
Q2 | $1.97M | Hold |
68,570
| – | – | 0.05% | 289 |
|
|
2023
Q1 | $1.96M | Sell |
68,570
-11,625
| -14% | -$384K | 0.05% | 297 |
|
|
2022
Q4 | $2.66M | Sell |
80,195
-12,216
| -13% | -$421K | 0.07% | 260 |
|
|
2022
Q3 | $2.79M | Sell |
92,411
-6,081
| -6% | -$203K | 0.08% | 238 |
|
|
2022
Q2 | $3.07M | Sell |
98,492
-425
| -0.4% | -$15.3K | 0.09% | 228 |
|
|
2022
Q1 | $4.08M | Hold |
98,917
| – | – | 0.11% | 219 |
|
|
2021
Q4 | $4.4M | Buy |
98,917
+345
| +0.3% | +$15.7K | 0.1% | 230 |
|
|
2021
Q3 | $4.18M | Sell |
98,572
-70
| -0.1% | -$2.82K | 0.11% | 221 |
|
|
2021
Q2 | $4.07M | Sell |
98,642
-9,569
| -9% | -$392K | 0.1% | 232 |
|
|
2021
Q1 | $4.19M | Sell |
108,211
-70
| -0.1% | -$2.42K | 0.11% | 230 |
|
|
2020
Q4 | $3.28M | Sell |
108,281
-20,050
| -16% | -$537K | 0.09% | 252 |
|
|
2020
Q3 | $3.09M | Sell |
128,331
-9,675
| -7% | -$241K | 0.09% | 241 |
|
|
2020
Q2 | $3.28M | Sell |
138,006
-14,500
| -10% | -$343K | 0.1% | 221 |
|
|
2020
Q1 | $3.24M | Sell |
152,506
-71,800
| -32% | -$2.15M | 0.12% | 202 |
|
|
2019
Q4 | $7.9M | Buy |
224,306
+57,700
| +35% | +$1.86M | 0.22% | 139 |
|
|
2019
Q3 | $4.86M | Sell |
166,606
-3,625
| -2% | -$104K | 0.15% | 176 |
|
|
2019
Q2 | $4.94M | Sell |
170,231
-40,635
| -19% | -$1.17M | 0.15% | 170 |
|
|
2019
Q1 | $5.82M | Buy |
210,866
+1,885
| +0.9% | +$53.3K | 0.18% | 152 |
|
|
2018
Q4 | $5.15M | Sell |
208,981
-670,794
| -76% | -$18.2M | 0.17% | 156 |
|
|
2018
Q3 | $25.9M | Sell |
879,775
-177,000
| -17% | -$5.39M | 0.66% | 42 |
|
|
2018
Q2 | $29.8M | Sell |
1,056,775
-489,035
| -32% | -$14.6M | 0.77% | 31 |
|
|
2018
Q1 | $46.4M | Buy |
1,545,810
+68,984
| +5% | +$2.17M | 1.14% | 15 |
|
|
2017
Q4 | $43.6M | Buy |
1,476,826
+1,026,785
| +228% | +$28.3M | 1.04% | 17 |
|
|
2017
Q3 | $11.4M | Buy |
450,041
+449,200
| +53,413% | +$10.9M | 0.28% | 111 |
|
|
2017
Q2 | $20K | Buy |
+841
| New | +$19.6K | ﹤0.01% | 502 |
|
Other funds holding BAC
VCM
VPM
