Summit Financial Wealth Advisors’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
Q3 | $793K | Buy |
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|
2025
Q2 | $684K | Buy |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $722K | Hold |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $576K | Buy |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $472K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $481K | Hold |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $543K | Hold |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $765K | Sell |
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|
2019
Q3 | $695K | Hold |
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|
2019
Q2 | $697K | Sell |
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|
2019
Q1 | $695K | Sell |
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|
2018
Q4 | $608K | Buy |
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|
2018
Q3 | $454K | Sell |
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|
2018
Q2 | $583K | Hold |
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|
2018
Q1 | $583K | Buy |
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|
2017
Q4 | $563K | Buy |
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|
2017
Q3 | $465K | Sell |
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|
2017
Q2 | $459K | Sell |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $310K | Sell |
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|
2016
Q2 | $282K | Sell |
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|
2016
Q1 | $429K | Buy |
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|
2015
Q4 | $500K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $21K | Buy |
|