Stoneridge Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.64M | Buy |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $3.93M | Buy |
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|
2020
Q1 | $3.13M | Hold |
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|
2019
Q4 | $5.2M | Sell |
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|
2019
Q3 | $5.07M | Buy |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $6.13M | Sell |
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|
2018
Q4 | $6.36M | Sell |
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|
2018
Q3 | $9.1M | Sell |
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|
2018
Q2 | $12.3M | Sell |
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|
2018
Q1 | $14.9M | Sell |
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|
2017
Q4 | $14.8M | Buy |
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|
2017
Q3 | $11.9M | Sell |
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|
2017
Q2 | $11.9M | Sell |
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|
2017
Q1 | $11.6M | Sell |
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|
2016
Q4 | $11.3M | Buy |
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|
2016
Q3 | $5.76M | Sell |
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|
2016
Q2 | $7.95M | Sell |
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|
2016
Q1 | $8.14M | Buy |
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|
2015
Q4 | $8.53M | Sell |
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|
2015
Q3 | $8.07M | Buy |
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|
2015
Q2 | $8.69M | Sell |
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|
2015
Q1 | $7.93M | Buy |
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|
2014
Q4 | $7.93M | Sell |
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|
2014
Q3 | $7.58M | Buy |
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|
2014
Q2 | $6.8M | Sell |
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|
2014
Q1 | $7.79M | Buy |
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