Steele Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
19,199
-908
| -5% | -$43K | 0.04% | 70 |
|
|
2025
Q1 | $839K | Sell |
20,107
-1,330
| -6% | -$55.5K | 0.04% | 70 |
|
|
2024
Q4 | $942K | Buy |
21,437
+165
| +0.8% | +$7.25K | 0.05% | 67 |
|
|
2024
Q3 | $844K | Sell |
21,272
-250
| -1% | -$9.92K | 0.04% | 65 |
|
|
2024
Q2 | $856K | Hold |
21,522
| – | – | 0.05% | 74 |
|
|
2024
Q1 | $816K | Sell |
21,522
-56
| -0.3% | -$2.12K | 0.05% | 72 |
|
|
2023
Q4 | $727K | Buy |
+21,578
| New | +$727K | 0.05% | 76 |
|