SFS
Summit Financial Strategies’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
7,811
+35
| +0.5% | +$1.66K | 0.03% | 107 |
|
|
2025
Q1 | $324K | Hold |
7,776
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $342K | Sell |
7,776
-721
| -8% | -$31.7K | 0.04% | 106 |
|
|
2024
Q3 | $337K | Hold |
8,497
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $338K | Sell |
8,497
-497
| -6% | -$19.8K | 0.04% | 106 |
|
|
2024
Q1 | $341K | Buy |
8,994
+207
| +2% | +$7.85K | 0.05% | 102 |
|
|
2023
Q4 | $296K | Sell |
8,787
-1,618
| -16% | -$54.5K | 0.05% | 114 |
|
|
2023
Q3 | $285K | Sell |
10,405
-143
| -1% | -$3.92K | 0.05% | 103 |
|
|
2023
Q2 | $303K | Buy |
10,548
+67
| +0.6% | +$1.92K | 0.06% | 97 |
|
|
2023
Q1 | $300K | Buy |
10,481
+11
| +0.1% | +$315 | 0.06% | 94 |
|
|
2022
Q4 | $347K | Sell |
10,470
-1,544
| -13% | -$51.1K | 0.07% | 82 |
|
|
2022
Q3 | $363K | Buy |
12,014
+125
| +1% | +$3.78K | 0.09% | 76 |
|
|
2022
Q2 | $370K | Buy |
11,889
+547
| +5% | +$17K | 0.09% | 74 |
|
|
2022
Q1 | $468K | Sell |
11,342
-1,505
| -12% | -$62.1K | 0.09% | 65 |
|
|
2021
Q4 | $572K | Sell |
12,847
-497
| -4% | -$22.1K | 0.11% | 58 |
|
|
2021
Q3 | $566K | Buy |
13,344
+10
| +0.1% | +$424 | 0.11% | 58 |
|
|
2021
Q2 | $550K | Buy |
13,334
+570
| +4% | +$23.5K | 0.11% | 57 |
|
|
2021
Q1 | $494K | Sell |
12,764
-223
| -2% | -$8.63K | 0.18% | 34 |
|
|
2020
Q4 | $394K | Hold |
12,987
| – | – | 0.14% | 52 |
|
|
2020
Q3 | $313K | Buy |
+12,987
| New | +$313K | 0.13% | 58 |
|
|
2015
Q3 | – | Sell |
-11,408
| Closed | -$194K | – | 46 |
|
|
2015
Q2 | $194K | Sell |
11,408
-1,050
| -8% | -$17.9K | 0.15% | 43 |
|
|
2015
Q1 | $192K | Hold |
12,458
| – | – | 0.15% | 42 |
|
|
2014
Q4 | $223K | Buy |
+12,458
| New | +$223K | 0.18% | 38 |
|