Soltis Investment 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
Q2 | $1.09M | Buy |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $720K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $387K | Buy |
|