Summit Financial Group’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
Q1 | $448K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $393K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $481K | Hold |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $222K | Sell |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $326K | Sell |
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|
2018
Q1 | $386K | Sell |
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|
2017
Q4 | $444K | Sell |
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|
2017
Q3 | $409K | Hold |
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|
2017
Q2 | $392K | Buy |
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