SWA
SOA Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
14,556
-317
| -2% | -$15K | 0.13% | 99 |
|
|
2025
Q1 | $621K | Sell |
14,873
-4,670
| -24% | -$195K | 0.13% | 99 |
|
|
2024
Q4 | $859K | Buy |
19,543
+371
| +2% | +$16.3K | 0.16% | 84 |
|
|
2024
Q3 | $761K | Buy |
19,172
+13
| +0.1% | +$516 | 0.15% | 85 |
|
|
2024
Q2 | $762K | Sell |
19,159
-72
| -0.4% | -$2.86K | 0.15% | 85 |
|
|
2024
Q1 | $729K | Buy |
19,231
+965
| +5% | +$36.6K | 0.15% | 83 |
|
|
2023
Q4 | $615K | Sell |
18,266
-943
| -5% | -$31.8K | 0.14% | 85 |
|
|
2023
Q3 | $526K | Buy |
19,209
+21
| +0.1% | +$575 | 0.13% | 86 |
|
|
2023
Q2 | $550K | Sell |
19,188
-78
| -0.4% | -$2.24K | 0.13% | 88 |
|
|
2023
Q1 | $551K | Buy |
19,266
+262
| +1% | +$7.49K | 0.14% | 85 |
|
|
2022
Q4 | $629K | Buy |
19,004
+20
| +0.1% | +$662 | 0.17% | 73 |
|
|
2022
Q3 | $573K | Hold |
18,984
| – | – | 0.17% | 74 |
|
|
2022
Q2 | $590K | Buy |
18,984
+649
| +4% | +$20.2K | 0.17% | 75 |
|
|
2022
Q1 | $755K | Buy |
18,335
+11
| +0.1% | +$453 | 0.18% | 79 |
|
|
2021
Q4 | $815K | Hold |
18,324
| – | – | 0.2% | 74 |
|
|
2021
Q3 | $777K | Buy |
18,324
+6
| +0% | +$254 | 0.2% | 75 |
|
|
2021
Q2 | $755K | Buy |
18,318
+6
| +0% | +$247 | 0.19% | 75 |
|
|
2021
Q1 | $708K | Buy |
18,312
+7
| +0% | +$271 | 0.2% | 75 |
|
|
2020
Q4 | $603K | Buy |
+18,305
| New | +$603K | 0.16% | 79 |
|