Sterling Investment Advisors (Pennsylvania)’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 | $285K | Sell |
6,017
-79
| -1% | -$3.74K | 0.06% | 160 |
|
|
2025
Q1 | $254K | Buy |
6,096
+79
| +1% | +$3.3K | 0.06% | 160 |
|
|
2024
Q4 | $264K | Buy |
+6,017
| New | +$264K | 0.06% | 141 |
|
|
2023
Q1 | – | Sell |
-6,759
| Closed | -$224K | – | 136 |
|
|
2022
Q4 | $224K | Sell |
6,759
-1,200
| -15% | -$39.7K | 0.08% | 129 |
|
|
2022
Q3 | $240K | Buy |
+7,959
| New | +$240K | 0.09% | 126 |
|