Stone Summit 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 | $468K | Hold |
9,900
| – | – | 0.15% | 106 |
|
|
2025
Q1 | $413K | Hold |
9,900
| – | – | 0.14% | 107 |
|
|
2024
Q4 | $435K | Sell |
9,900
-500
| -5% | -$22K | 0.15% | 107 |
|
|
2024
Q3 | $413K | Sell |
10,400
-100
| -1% | -$3.97K | 0.13% | 113 |
|
|
2024
Q2 | $418K | Sell |
10,500
-100
| -0.9% | -$3.98K | 0.15% | 106 |
|
|
2024
Q1 | $402K | Sell |
10,600
-120
| -1% | -$4.55K | 0.14% | 108 |
|
|
2023
Q4 | $361K | Sell |
10,720
-1,346
| -11% | -$45.3K | 0.14% | 116 |
|
|
2023
Q3 | $330K | Buy |
12,066
+1,000
| +9% | +$27.4K | 0.14% | 118 |
|
|
2023
Q2 | $317K | Sell |
11,066
-35
| -0.3% | -$1K | 0.13% | 115 |
|
|
2023
Q1 | $317K | Sell |
11,101
-125
| -1% | -$3.58K | 0.14% | 112 |
|
|
2022
Q4 | $372K | Hold |
11,226
| – | – | 0.18% | 102 |
|
|
2022
Q3 | $339K | Hold |
11,226
| – | – | 0.21% | 97 |
|
|
2022
Q2 | $350K | Buy |
11,226
+500
| +5% | +$15.6K | 0.21% | 97 |
|
|
2022
Q1 | $438K | Buy |
+10,726
| New | +$438K | 0.25% | 92 |
|