Southern Capital Advisors’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 | $289K | Buy |
6,101
+6
| +0.1% | +$284 | 0.15% | 64 |
|
|
2025
Q1 | $254K | Buy |
6,095
+7
| +0.1% | +$292 | 0.14% | 68 |
|
|
2024
Q4 | $268K | Buy |
6,088
+6
| +0.1% | +$264 | 0.15% | 58 |
|
|
2024
Q3 | $241K | Buy |
6,082
+7
| +0.1% | +$278 | 0.14% | 63 |
|
|
2024
Q2 | $242K | Sell |
6,075
-279
| -4% | -$11.1K | 0.15% | 57 |
|
|
2024
Q1 | $241K | Buy |
6,354
+241
| +4% | +$9.14K | 0.15% | 60 |
|
|
2023
Q4 | $206K | Buy |
+6,113
| New | +$206K | 0.15% | 61 |
|
|
2023
Q1 | – | Sell |
-6,079
| Closed | -$201K | – | 75 |
|
|
2022
Q4 | $201K | Buy |
+6,079
| New | +$201K | 0.16% | 73 |
|
|
2022
Q2 | – | Sell |
-6,301
| Closed | -$260K | – | 66 |
|
|
2022
Q1 | $260K | Buy |
6,301
+5
| +0.1% | +$206 | 0.18% | 63 |
|
|
2021
Q4 | $280K | Buy |
+6,296
| New | +$280K | 0.17% | 60 |
|