Summit Financial Strategies’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 | $370K | Buy |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $394K | Hold |
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|
2020
Q3 | $313K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $194K | Sell |
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|
2015
Q1 | $192K | Hold |
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|
2014
Q4 | $223K | Buy |
|