SIG
Stonegate Investment Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
39,971
+456
| +1% | +$21.6K | 0.05% | 133 |
|
|
2025
Q1 | $1.65M | Buy |
39,515
+3,219
| +9% | +$134K | 0.04% | 126 |
|
|
2024
Q4 | $1.6M | Buy |
36,296
+2,549
| +8% | +$112K | 0.04% | 128 |
|
|
2024
Q3 | $1.34M | Sell |
33,747
-586
| -2% | -$23.3K | 0.04% | 147 |
|
|
2024
Q2 | $1.37M | Buy |
34,333
+8,843
| +35% | +$352K | 0.04% | 142 |
|
|
2024
Q1 | $967K | Buy |
25,490
+503
| +2% | +$19.1K | 0.03% | 166 |
|
|
2023
Q4 | $841K | Buy |
24,987
+49
| +0.2% | +$1.65K | 0.03% | 168 |
|
|
2023
Q3 | $683K | Sell |
24,938
-469,404
| -95% | -$12.9M | 0.02% | 177 |
|
|
2023
Q2 | $14.2M | Sell |
494,342
-51,883
| -9% | -$1.49M | 0.5% | 35 |
|
|
2023
Q1 | $15.6M | Sell |
546,225
-82,810
| -13% | -$2.37M | 0.59% | 34 |
|
|
2022
Q4 | $20.8M | Sell |
629,035
-238
| -0% | -$7.88K | 0.9% | 32 |
|
|
2022
Q3 | $19M | Buy |
629,273
+15,123
| +2% | +$457K | 0.87% | 34 |
|
|
2022
Q2 | $19.1M | Buy |
614,150
+51,450
| +9% | +$1.6M | 0.84% | 32 |
|
|
2022
Q1 | $23.2M | Buy |
562,700
+45,125
| +9% | +$1.86M | 0.76% | 34 |
|
|
2021
Q4 | $23M | Buy |
+517,575
| New | +$23M | 0.97% | 34 |
|