Summit Global Investments’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 | $2M | Buy |
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|
2025
Q1 | $590K | Sell |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $2.04M | Buy |
|
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|
2024
Q2 | $604K | Sell |
|
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|
2024
Q1 | $752K | Buy |
|
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $599K | Buy |
|
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $2.13M | Buy |
|
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $6.58M | Sell |
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|
2022
Q1 | $9.23M | Buy |
|
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|
2021
Q4 | $4.79M | Buy |
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|
2021
Q3 | $4.48M | Sell |
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|
2021
Q2 | $4.55M | Sell |
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|
2021
Q1 | $9.47M | Buy |
|