SFWA
Summit Financial Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $573K | Sell |
13,724
-441
| -3% | -$18.4K | 0.11% | 86 |
|
|
2024
Q4 | $655K | Sell |
14,165
-4,020
| -22% | -$186K | 0.13% | 80 |
|
|
2024
Q3 | $722K | Hold |
18,185
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $723K | Buy |
18,185
+3,000
| +20% | +$119K | 0.15% | 68 |
|
|
2024
Q1 | $576K | Buy |
15,185
+860
| +6% | +$32.6K | 0.12% | 76 |
|
|
2023
Q4 | $482K | Hold |
14,325
| – | – | 0.11% | 79 |
|
|
2023
Q3 | $403K | Hold |
14,325
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $411K | Sell |
14,325
-79
| -0.5% | -$2.27K | 0.1% | 84 |
|
|
2023
Q1 | $412K | Buy |
14,404
+140
| +1% | +$4K | 0.1% | 89 |
|
|
2022
Q4 | $472K | Hold |
14,264
| – | – | 0.11% | 83 |
|
|
2022
Q3 | $512K | Hold |
14,264
| – | – | 0.15% | 70 |
|
|
2022
Q2 | $481K | Hold |
14,264
| – | – | 0.12% | 80 |
|
|
2022
Q1 | $588K | Buy |
14,264
+99
| +0.7% | +$4.08K | 0.12% | 74 |
|
|
2021
Q4 | $680K | Sell |
14,165
-500
| -3% | -$24K | 0.13% | 71 |
|
|
2021
Q3 | $623K | Buy |
14,665
+1,500
| +11% | +$63.7K | 0.14% | 67 |
|
|
2021
Q2 | $543K | Hold |
13,165
| – | – | 0.12% | 75 |
|
|
2021
Q1 | $399K | Sell |
13,165
-1,950
| -13% | -$59.1K | 0.1% | 77 |
|
|
2020
Q4 | $364K | Sell |
15,115
-6,740
| -31% | -$162K | 0.1% | 79 |
|
|
2020
Q3 | $526K | Buy |
21,855
+150
| +0.7% | +$3.61K | 0.14% | 68 |
|
|
2020
Q2 | $501K | Sell |
21,705
-2,944
| -12% | -$68K | 0.13% | 72 |
|
|
2020
Q1 | $527K | Buy |
24,649
+1,353
| +6% | +$28.9K | 0.17% | 68 |
|
|
2019
Q4 | $765K | Sell |
23,296
-732
| -3% | -$24K | 0.19% | 68 |
|
|
2019
Q3 | $695K | Hold |
24,028
| – | – | 0.17% | 78 |
|
|
2019
Q2 | $697K | Sell |
24,028
-61
| -0.3% | -$1.77K | 0.17% | 87 |
|
|
2019
Q1 | $695K | Sell |
24,089
-595
| -2% | -$17.2K | 0.18% | 76 |
|
|
2018
Q4 | $608K | Buy |
24,684
+8,399
| +52% | +$207K | 0.2% | 73 |
|
|
2018
Q3 | $454K | Sell |
16,285
-3,145
| -16% | -$87.7K | 0.14% | 86 |
|
|
2018
Q2 | $583K | Hold |
19,430
| – | – | 0.19% | 80 |
|
|
2018
Q1 | $583K | Buy |
19,430
+360
| +2% | +$10.8K | 0.19% | 81 |
|
|
2017
Q4 | $563K | Buy |
19,070
+728
| +4% | +$21.5K | 0.19% | 83 |
|
|
2017
Q3 | $465K | Sell |
18,342
-568
| -3% | -$14.4K | 0.17% | 85 |
|
|
2017
Q2 | $459K | Sell |
18,910
-662
| -3% | -$16.1K | 0.18% | 95 |
|
|
2017
Q1 | $462K | Buy |
19,572
+440
| +2% | +$10.4K | 0.2% | 95 |
|
|
2016
Q4 | $423K | Sell |
19,132
-695
| -4% | -$15.4K | 0.19% | 99 |
|
|
2016
Q3 | $310K | Sell |
19,827
-1,423
| -7% | -$22.2K | 0.13% | 109 |
|
|
2016
Q2 | $282K | Sell |
21,250
-10,475
| -33% | -$139K | 0.12% | 114 |
|
|
2016
Q1 | $429K | Buy |
31,725
+2,026
| +7% | +$27.4K | 0.19% | 98 |
|
|
2015
Q4 | $500K | Buy |
+29,699
| New | +$500K | 0.23% | 84 |
|
|
2015
Q3 | – | Sell |
-1,150
| Closed | -$19K | – | 222 |
|
|
2015
Q2 | $19K | Hold |
1,150
| – | – | 0.01% | 198 |
|
|
2015
Q1 | $19K | Hold |
1,150
| – | – | 0.01% | 168 |
|
|
2014
Q4 | $21K | Buy |
+1,150
| New | +$21K | 0.01% | 159 |
|