Summit Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
125,447
+22,947
| +22% | +$1.09M | 0.13% | 137 |
|
|
2025
Q1 | $4.28M | Buy |
102,500
+22,374
| +28% | +$934K | 0.12% | 152 |
|
|
2024
Q4 | $3.52M | Buy |
80,126
+37,263
| +87% | +$1.64M | 0.12% | 141 |
|
|
2024
Q3 | $1.7M | Buy |
42,863
+141
| +0.3% | +$5.6K | 0.07% | 193 |
|
|
2024
Q2 | $1.7M | Buy |
42,722
+23,465
| +122% | +$933K | 0.08% | 171 |
|
|
2024
Q1 | $730K | Sell |
19,257
-2,583
| -12% | -$97.9K | 0.04% | 221 |
|
|
2023
Q4 | $735K | Sell |
21,840
-12,505
| -36% | -$421K | 0.05% | 208 |
|
|
2023
Q3 | $940K | Sell |
34,345
-17,705
| -34% | -$485K | 0.07% | 166 |
|
|
2023
Q2 | $1.49M | Buy |
52,050
+22,571
| +77% | +$648K | 0.11% | 110 |
|
|
2023
Q1 | $843K | Sell |
29,479
-3,631
| -11% | -$104K | 0.07% | 130 |
|
|
2022
Q4 | $1.1M | Sell |
33,110
-3,420
| -9% | -$113K | 0.1% | 103 |
|
|
2022
Q3 | $1.1M | Buy |
36,530
+5,317
| +17% | +$161K | 0.1% | 96 |
|
|
2022
Q2 | $972K | Sell |
31,213
-3,558
| -10% | -$111K | 0.09% | 100 |
|
|
2022
Q1 | $1.43M | Buy |
34,771
+31
| +0.1% | +$1.28K | 0.11% | 89 |
|
|
2021
Q4 | $1.55M | Buy |
34,740
+2,242
| +7% | +$99.7K | 0.12% | 77 |
|
|
2021
Q3 | $1.38M | Buy |
+32,498
| New | +$1.38M | 0.12% | 65 |
|