SFA
Spectrum Financial Alliance’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5M | Buy |
1,071,647
+11,745
| +1% | +$542K | 13.34% | 3 |
|
|
2025
Q1 | $44.2M | Buy |
1,059,902
+50,795
| +5% | +$2.12M | 14.38% | 2 |
|
|
2024
Q4 | $44.4M | Sell |
1,009,107
-137,777
| -12% | -$6.06M | 15.39% | 2 |
|
|
2024
Q3 | $45.5M | Buy |
1,146,884
+9,531
| +0.8% | +$378K | 16.29% | 1 |
|
|
2024
Q2 | $45.2M | Buy |
1,137,353
+19,309
| +2% | +$768K | 16.18% | 2 |
|
|
2024
Q1 | $42.4M | Buy |
1,118,044
+23,745
| +2% | +$900K | 16.52% | 2 |
|
|
2023
Q4 | $36.8M | Sell |
1,094,299
-4,182
| -0.4% | -$141K | 15.19% | 3 |
|
|
2023
Q3 | $29.4M | Buy |
1,098,481
+26,563
| +2% | +$711K | 14.81% | 2 |
|
|
2023
Q2 | $30.8M | Sell |
1,071,918
-2,188
| -0.2% | -$62.8K | 14.61% | 3 |
|
|
2023
Q1 | $30.7M | Buy |
1,074,106
+169,781
| +19% | +$4.86M | 14.24% | 4 |
|
|
2022
Q4 | $30M | Buy |
+904,325
| New | +$30M | 15.14% | 3 |
|
|
2022
Q2 | $27M | Buy |
868,329
+32,869
| +4% | +$1.02M | 15.79% | 3 |
|
|
2022
Q1 | $34.4M | Buy |
835,460
+5,358
| +0.6% | +$221K | 16.96% | 2 |
|
|
2021
Q4 | $36.9M | Buy |
+830,102
| New | +$36.9M | 18.03% | 2 |
|
|
2021
Q2 | $37M | Buy |
898,529
+23,598
| +3% | +$973K | 17.26% | 2 |
|
|
2021
Q1 | $33.9M | Buy |
874,931
+2,958
| +0.3% | +$114K | 16.93% | 2 |
|
|
2020
Q4 | $26.4M | Buy |
871,973
+13,777
| +2% | +$418K | 15.01% | 3 |
|
|
2020
Q3 | $20.7M | Buy |
858,196
+2,031
| +0.2% | +$48.9K | 14.18% | 2 |
|
|
2020
Q2 | $20.3M | Buy |
856,165
+98,975
| +13% | +$2.35M | 15.16% | 2 |
|
|
2020
Q1 | $15.2M | Buy |
757,190
+21,605
| +3% | +$435K | 13.75% | 2 |
|
|
2019
Q4 | $25.9M | Sell |
735,585
-5,980
| -0.8% | -$211K | 15.06% | 2 |
|
|
2019
Q3 | $21.6M | Buy |
741,565
+1,183
| +0.2% | +$34.5K | 13.97% | 2 |
|
|
2019
Q2 | $21.3M | Buy |
740,382
+462
| +0.1% | +$13.3K | 13.36% | 2 |
|
|
2019
Q1 | $20.3M | Buy |
739,920
+7,918
| +1% | +$217K | 13.88% | 2 |
|
|
2018
Q4 | $17.9M | Buy |
732,002
+2,138
| +0.3% | +$52.3K | 13.64% | 1 |
|
|
2018
Q3 | $21.5M | Sell |
729,864
-138,723
| -16% | -$4.09M | 13.42% | 2 |
|
|
2018
Q2 | $24.5M | Sell |
868,587
-536
| -0.1% | -$15.1K | 16.3% | 1 |
|
|
2018
Q1 | $26.1M | Buy |
+869,123
| New | +$26.1M | 17.08% | 1 |
|