SOA Wealth Advisors’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
Q3 | $463K | Sell |
|
|||||
|
2025
Q2 | $689K | Sell |
|
|||||
|
2025
Q1 | $621K | Sell |
|
|||||
|
2024
Q4 | $859K | Buy |
|
|||||
|
2024
Q3 | $761K | Buy |
|
|||||
|
2024
Q2 | $762K | Sell |
|
|||||
|
2024
Q1 | $729K | Buy |
|
|||||
|
2023
Q4 | $615K | Sell |
|
|||||
|
2023
Q3 | $526K | Buy |
|
|||||
|
2023
Q2 | $550K | Sell |
|
|||||
|
2023
Q1 | $551K | Buy |
|
|||||
|
2022
Q4 | $629K | Buy |
|
|||||
|
2022
Q3 | $573K | Hold |
|
|||||
|
2022
Q2 | $590K | Buy |
|
|||||
|
2022
Q1 | $755K | Buy |
|
|||||
|
2021
Q4 | $815K | Hold |
|
|||||
|
2021
Q3 | $777K | Buy |
|
|||||
|
2021
Q2 | $755K | Buy |
|
|||||
|
2021
Q1 | $708K | Buy |
|
|||||
|
2020
Q4 | $603K | Buy |
|