SFG
Sovereign Financial Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
37,292
-202
| -0.5% | -$9.56K | 0.36% | 52 |
|
|
2025
Q1 | $1.56M | Sell |
37,494
-197
| -0.5% | -$8.22K | 0.36% | 53 |
|
|
2024
Q4 | $1.66M | Sell |
37,691
-969
| -3% | -$42.6K | 0.38% | 49 |
|
|
2024
Q3 | $1.53M | Sell |
38,660
-540
| -1% | -$21.4K | 0.36% | 54 |
|
|
2024
Q2 | $1.56M | Buy |
39,200
+85
| +0.2% | +$3.38K | 0.39% | 49 |
|
|
2024
Q1 | $1.48M | Sell |
39,115
-1,392
| -3% | -$52.8K | 0.39% | 47 |
|
|
2023
Q4 | $1.36M | Buy |
40,507
+213
| +0.5% | +$7.17K | 0.42% | 44 |
|
|
2023
Q3 | $1.1M | Sell |
40,294
-4,016
| -9% | -$110K | 0.39% | 55 |
|
|
2023
Q2 | $1.27M | Buy |
44,310
+886
| +2% | +$25.4K | 0.41% | 57 |
|
|
2023
Q1 | $1.24M | Buy |
43,424
+604
| +1% | +$17.3K | 0.46% | 57 |
|
|
2022
Q4 | $1.42M | Buy |
42,820
+2,749
| +7% | +$91K | 0.56% | 47 |
|
|
2022
Q3 | $1.21M | Buy |
40,071
+585
| +1% | +$17.7K | 0.49% | 50 |
|
|
2022
Q2 | $1.23M | Buy |
39,486
+3,969
| +11% | +$124K | 0.48% | 53 |
|
|
2022
Q1 | $1.46M | Buy |
35,517
+3,841
| +12% | +$158K | 0.54% | 52 |
|
|
2021
Q4 | $1.41M | Buy |
31,676
+16
| +0.1% | +$712 | 0.57% | 50 |
|
|
2021
Q3 | $1.34M | Sell |
31,660
-3,318
| -9% | -$141K | 0.77% | 33 |
|
|
2021
Q2 | $1.35M | Hold |
34,978
| – | – | 0.82% | 31 |
|
|
2021
Q1 | $1.35M | Buy |
34,978
+3,905
| +13% | +$151K | 0.85% | 29 |
|
|
2020
Q4 | $942K | Buy |
+31,073
| New | +$942K | 0.68% | 39 |
|