Sugarloaf Wealth Management’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 | $1.83M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.11M | Sell |
|
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|
2023
Q3 | $901K | Sell |
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|
2023
Q2 | $971K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.1M | Sell |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $2.91K | Buy |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.79M | Buy |
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