Sovereign Financial Group’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 | $1.93M | Buy |
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|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.53M | Sell |
|
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|
2024
Q2 | $1.56M | Buy |
|
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|
2024
Q1 | $1.48M | Sell |
|
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|
2023
Q4 | $1.36M | Buy |
|
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|
2023
Q3 | $1.1M | Sell |
|
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|
2023
Q2 | $1.27M | Buy |
|
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|
2023
Q1 | $1.24M | Buy |
|
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.21M | Buy |
|
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|
2022
Q2 | $1.23M | Buy |
|
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.41M | Buy |
|
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $942K | Buy |
|