SIC
SJS Investment Consulting’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
6,046
-76
| -1% | -$3.6K | 0.05% | 80 |
|
|
2025
Q1 | $255K | Buy |
6,122
+11
| +0.2% | +$459 | 0.04% | 83 |
|
|
2024
Q4 | $269K | Sell |
6,111
-68
| -1% | -$2.99K | 0.05% | 77 |
|
|
2024
Q3 | $245K | Hold |
6,179
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $246K | Buy |
6,179
+3
| +0% | +$119 | 0.05% | 75 |
|
|
2024
Q1 | $234K | Buy |
6,176
+2,146
| +53% | +$81.4K | 0.05% | 83 |
|
|
2023
Q4 | $136K | Sell |
4,030
-92
| -2% | -$3.1K | 0.03% | 98 |
|
|
2023
Q3 | $113K | Buy |
4,122
+64
| +2% | +$1.75K | 0.03% | 104 |
|
|
2023
Q2 | $116K | Sell |
4,058
-97
| -2% | -$2.78K | 0.03% | 97 |
|
|
2023
Q1 | $119K | Sell |
4,155
-6
| -0.1% | -$172 | 0.03% | 99 |
|
|
2022
Q4 | $138K | Sell |
4,161
-921
| -18% | -$30.5K | 0.04% | 96 |
|
|
2022
Q3 | $153K | Buy |
+5,082
| New | +$153K | 0.05% | 92 |
|
|
2022
Q1 | $223K | Buy |
5,417
+551
| +11% | +$22.7K | 0.07% | 82 |
|
|
2021
Q4 | $216K | Buy |
+4,866
| New | +$216K | 0.06% | 85 |
|