Snider Financial Group’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 | $1.23M | Sell |
25,999
-563
| -2% | -$26.6K | 0.35% | 52 |
|
|
2025
Q1 | $1.11M | Sell |
26,562
-1,087
| -4% | -$45.4K | 0.36% | 52 |
|
|
2024
Q4 | $1.22M | Buy |
+27,649
| New | +$1.22M | 0.38% | 51 |
|
|
2024
Q1 | – | Sell |
-6,510
| Closed | -$219K | – | 62 |
|
|
2023
Q4 | $219K | Sell |
6,510
-41,428
| -86% | -$1.39M | 0.1% | 54 |
|
|
2023
Q3 | $1.31M | Sell |
47,938
-29,615
| -38% | -$811K | 0.63% | 41 |
|
|
2023
Q2 | $2.23M | Buy |
77,553
+2,963
| +4% | +$85K | 1.06% | 32 |
|
|
2023
Q1 | $2.13M | Sell |
74,590
-54,449
| -42% | -$1.56M | 1.14% | 31 |
|
|
2022
Q4 | $4.27M | Sell |
129,039
-2,799
| -2% | -$92.7K | 2.36% | 13 |
|
|
2022
Q3 | $4.27M | Buy |
131,838
+7,389
| +6% | +$239K | 2.32% | 13 |
|
|
2022
Q2 | $3.87M | Sell |
124,449
-20,035
| -14% | -$624K | 2.11% | 19 |
|
|
2022
Q1 | $5.96M | Sell |
144,484
-6,377
| -4% | -$263K | 2.71% | 12 |
|
|
2021
Q4 | $6.97M | Buy |
150,861
+10,862
| +8% | +$502K | 2.96% | 12 |
|
|
2021
Q3 | $6.69M | Buy |
139,999
+17,119
| +14% | +$818K | 2.91% | 12 |
|
|
2021
Q2 | $4.66M | Buy |
+122,880
| New | +$4.66M | 2.19% | 18 |
|