Sivia Capital Partners’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 | $1.01M | Buy |
21,401
+6,174
| +41% | +$292K | 0.3% | 34 |
|
2025
Q1 | $635K | Buy |
15,227
+1,230
| +9% | +$51.3K | 0.3% | 46 |
|
2024
Q4 | $615K | Sell |
13,997
-104
| -0.7% | -$4.57K | 0.31% | 40 |
|
2024
Q3 | $560K | Sell |
14,101
-395
| -3% | -$15.7K | 0.33% | 49 |
|
2024
Q2 | $577K | Sell |
14,496
-2,121
| -13% | -$84.4K | 0.39% | 40 |
|
2024
Q1 | $630K | Buy |
16,617
+1,295
| +8% | +$49.1K | 0.43% | 37 |
|
2023
Q4 | $517K | Buy |
+15,322
| New | +$517K | 0.39% | 43 |
|