Summit Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $1.06M | Buy |
|
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|
2024
Q1 | $798K | Buy |
|
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|
2023
Q4 | $653K | Buy |
|
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|
2023
Q3 | $522K | Buy |
|
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $425K | Buy |
|
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|
2022
Q4 | $406K | Sell |
|
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $376K | Buy |
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|
2022
Q1 | $357K | Buy |
|
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $218K | Buy |
|