Stonegate Investment Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
2025
Q1
$1.65M Buy
2024
Q4
$1.6M Buy
2024
Q3
$1.34M Sell
2024
Q2
$1.37M Buy
2024
Q1
$967K Buy
2023
Q4
$841K Buy
2023
Q3
$683K Sell
2023
Q2
$14.2M Sell
2023
Q1
$15.6M Sell
2022
Q4
$20.8M Sell
2022
Q3
$19M Buy
2022
Q2
$19.1M Buy
2022
Q1
$23.2M Buy
2021
Q4
$23M Buy