SteelPeak Wealth’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 | $2.49M | Sell |
52,628
-7,063
| -12% | -$334K | 0.1% | 165 |
|
|
2025
Q1 | $2.49M | Buy |
59,691
+3,501
| +6% | +$146K | 0.1% | 148 |
|
|
2024
Q4 | $2.47M | Sell |
56,190
-5,621
| -9% | -$247K | 0.1% | 148 |
|
|
2024
Q3 | $2.45M | Buy |
61,811
+7,418
| +14% | +$294K | 0.11% | 141 |
|
|
2024
Q2 | $2.16M | Buy |
54,393
+14,901
| +38% | +$593K | 0.1% | 146 |
|
|
2024
Q1 | $1.5M | Sell |
39,492
-107,291
| -73% | -$4.07M | 0.08% | 182 |
|
|
2023
Q4 | $4.94M | Buy |
146,783
+47,215
| +47% | +$1.59M | 0.29% | 84 |
|
|
2023
Q3 | $2.73M | Sell |
99,568
-3,448
| -3% | -$94.4K | 0.17% | 113 |
|
|
2023
Q2 | $2.96M | Sell |
103,016
-58,664
| -36% | -$1.68M | 0.18% | 96 |
|
|
2023
Q1 | $4.62M | Buy |
161,680
+38,483
| +31% | +$1.1M | 0.31% | 71 |
|
|
2022
Q4 | $4.08M | Sell |
123,197
-19,281
| -14% | -$639K | 0.3% | 73 |
|
|
2022
Q3 | $4.3M | Buy |
142,478
+4,080
| +3% | +$123K | 0.32% | 66 |
|
|
2022
Q2 | $4.31M | Buy |
138,398
+52,058
| +60% | +$1.62M | 0.31% | 68 |
|
|
2022
Q1 | $3.56M | Buy |
86,340
+3,128
| +4% | +$129K | 0.2% | 84 |
|
|
2021
Q4 | $3.7M | Sell |
83,212
-2,499
| -3% | -$111K | 0.21% | 85 |
|
|
2021
Q3 | $3.64M | Sell |
85,711
-963
| -1% | -$40.9K | 0.24% | 77 |
|
|
2021
Q2 | $3.57M | Sell |
86,674
-26,027
| -23% | -$1.07M | 0.25% | 80 |
|
|
2021
Q1 | $4.36M | Buy |
112,701
+26,265
| +30% | +$1.02M | 0.34% | 68 |
|
|
2020
Q4 | $2.62M | Buy |
86,436
+4,331
| +5% | +$131K | 0.24% | 86 |
|
|
2020
Q3 | $1.98M | Buy |
82,105
+57,896
| +239% | +$1.39M | 0.21% | 91 |
|
|
2020
Q2 | $575K | Buy |
+24,209
| New | +$575K | 0.07% | 156 |
|
|
2020
Q1 | – | Sell |
-12,799
| Closed | -$451K | – | 232 |
|
|
2019
Q4 | $451K | Buy |
+12,799
| New | +$451K | 0.06% | 176 |
|