Strategic Wealth Partners’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 | $640K | Buy |
+13,524
| New | +$640K | 0.05% | 186 |
|
|
2024
Q4 | $778K | Buy |
16,800
+137
| +0.8% | +$6.35K | 0.06% | 167 |
|
|
2024
Q3 | $661K | Sell |
16,663
-1,023
| -6% | -$40.6K | 0.06% | 176 |
|
|
2024
Q2 | $703K | Buy |
17,686
+354
| +2% | +$14.1K | 0.07% | 166 |
|
|
2024
Q1 | $657K | Buy |
17,332
+5,515
| +47% | +$209K | 0.07% | 163 |
|
|
2023
Q4 | $398K | Sell |
11,817
-2,037
| -15% | -$68.6K | 0.05% | 207 |
|
|
2023
Q3 | $379K | Buy |
13,854
+2,210
| +19% | +$60.5K | 0.05% | 225 |
|
|
2023
Q2 | $334K | Buy |
11,644
+3,531
| +44% | +$101K | 0.04% | 238 |
|
|
2023
Q1 | $232K | Buy |
+8,113
| New | +$232K | 0.04% | 239 |
|
|
2022
Q2 | – | Sell |
-8,850
| Closed | -$365K | – | 247 |
|
|
2022
Q1 | $365K | Buy |
+8,850
| New | +$365K | 0.07% | 196 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$7 | – | 162 |
|
|
2019
Q3 | $7 | Hold |
250
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 598 |
|
|
2019
Q1 | $7K | Sell |
250
-52
| -17% | -$1.46K | ﹤0.01% | 588 |
|
|
2018
Q4 | $8K | Buy |
302
+32
| +12% | +$848 | ﹤0.01% | 517 |
|
|
2018
Q3 | $8K | Hold |
270
| – | – | ﹤0.01% | 520 |
|
|
2018
Q2 | $8K | Buy |
270
+126
| +88% | +$3.73K | ﹤0.01% | 591 |
|
|
2018
Q1 | $4K | Buy |
144
+124
| +620% | +$3.44K | ﹤0.01% | 667 |
|
|
2017
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 721 |
|