Smithbridge Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Hold |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $438K | Buy |
|
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $492K | Hold |
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|
2021
Q3 | $470K | Hold |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $409K | Hold |
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|
2020
Q4 | $320K | Hold |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $282K | Sell |
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|
2018
Q1 | $331K | Sell |
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|
2017
Q4 | $653K | Buy |
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|
2017
Q3 | $534K | Buy |
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|
2017
Q2 | $242K | Buy |
|