SFI
SPC Financial Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
32,175
+485
| +2% | +$23K | 0.13% | 89 |
|
|
2025
Q1 | $1.32M | Sell |
31,690
-287
| -0.9% | -$12K | 0.12% | 96 |
|
|
2024
Q4 | $1.41M | Buy |
31,977
+2,205
| +7% | +$96.9K | 0.12% | 94 |
|
|
2024
Q3 | $1.18M | Buy |
29,772
+2,312
| +8% | +$91.7K | 0.1% | 100 |
|
|
2024
Q2 | $1.09M | Buy |
27,460
+1,883
| +7% | +$74.9K | 0.1% | 97 |
|
|
2024
Q1 | $970K | Sell |
25,577
-2,000
| -7% | -$75.8K | 0.09% | 105 |
|
|
2023
Q4 | $929K | Buy |
27,577
+860
| +3% | +$29K | 0.09% | 101 |
|
|
2023
Q3 | $732K | Sell |
26,717
-931
| -3% | -$25.5K | 0.08% | 105 |
|
|
2023
Q2 | $793K | Buy |
27,648
+3,341
| +14% | +$95.9K | 0.09% | 105 |
|
|
2023
Q1 | $695K | Buy |
24,307
+1,842
| +8% | +$52.7K | 0.08% | 107 |
|
|
2022
Q4 | $744K | Sell |
22,465
-1,457
| -6% | -$48.3K | 0.09% | 106 |
|
|
2022
Q3 | $722K | Buy |
23,922
+903
| +4% | +$27.3K | 0.09% | 100 |
|
|
2022
Q2 | $717K | Buy |
23,019
+2,005
| +10% | +$62.5K | 0.09% | 101 |
|
|
2022
Q1 | $866K | Sell |
21,014
-1,097
| -5% | -$45.2K | 0.1% | 81 |
|
|
2021
Q4 | $984K | Buy |
22,111
+498
| +2% | +$22.2K | 0.11% | 80 |
|
|
2021
Q3 | $917K | Buy |
21,613
+1,420
| +7% | +$60.2K | 0.11% | 79 |
|
|
2021
Q2 | $833K | Sell |
20,193
-360
| -2% | -$14.9K | 0.1% | 81 |
|
|
2021
Q1 | $795K | Buy |
20,553
+1,611
| +9% | +$62.3K | 0.1% | 80 |
|
|
2020
Q4 | $574K | Buy |
18,942
+729
| +4% | +$22.1K | 0.08% | 98 |
|
|
2020
Q3 | $439K | Buy |
18,213
+717
| +4% | +$17.3K | 0.08% | 100 |
|
|
2020
Q2 | $416K | Sell |
17,496
-425
| -2% | -$10.1K | 0.09% | 93 |
|
|
2020
Q1 | $380K | Buy |
17,921
+2,652
| +17% | +$56.2K | 0.1% | 95 |
|
|
2019
Q4 | $538K | Buy |
15,269
+1,225
| +9% | +$43.2K | 0.1% | 85 |
|
|
2019
Q3 | $410K | Buy |
14,044
+256
| +2% | +$7.47K | 0.09% | 94 |
|
|
2019
Q2 | $400K | Buy |
13,788
+500
| +4% | +$14.5K | 0.08% | 100 |
|
|
2019
Q1 | $367K | Buy |
13,288
+2,387
| +22% | +$65.9K | 0.08% | 102 |
|
|
2018
Q4 | $269K | Sell |
10,901
-1,400
| -11% | -$34.5K | 0.07% | 107 |
|
|
2018
Q3 | $362K | Sell |
12,301
-2,400
| -16% | -$70.6K | 0.07% | 103 |
|
|
2018
Q2 | $414K | Buy |
14,701
+313
| +2% | +$8.82K | 0.09% | 97 |
|
|
2018
Q1 | $431K | Hold |
14,388
| – | – | 0.1% | 89 |
|
|
2017
Q4 | $425K | Buy |
14,388
+2,300
| +19% | +$67.9K | 0.1% | 89 |
|
|
2017
Q3 | $306K | Buy |
12,088
+1,263
| +12% | +$32K | 0.08% | 96 |
|
|
2017
Q2 | $263K | Buy |
+10,825
| New | +$263K | 0.07% | 95 |
|