Smartleaf Asset Management’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.33M Sell
70,601
-3,955
-5% -$186K 0.29% 67
2025
Q1
$3.08M Buy
74,556
+8,351
+13% +$344K 0.3% 67
2024
Q4
$2.91M Buy
66,205
+16,055
+32% +$705K 0.3% 67
2024
Q3
$1.98M Buy
50,150
+15,576
+45% +$614K 0.24% 92
2024
Q2
$1.36M Buy
34,574
+7,916
+30% +$311K 0.22% 101
2024
Q1
$1.01M Buy
26,658
+10,916
+69% +$413K 0.2% 127
2023
Q4
$527K Buy
+15,742
New +$527K 0.14% 163