Spectrum Asset Management (California)’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 | $257K | Buy |
|
|||||
|
2025
Q2 | $211K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $220K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $231K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $244K | Buy |
|
|||||
|
2021
Q4 | $263K | Buy |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2021
Q2 | $244K | Buy |
|
|||||
|
2021
Q1 | $229K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $1.47M | Buy |
|
|||||
|
2019
Q1 | $1.4M | Buy |
|
|||||
|
2018
Q4 | $1.19M | Sell |
|
|||||
|
2018
Q3 | $1.43M | Buy |
|