Summit Securities Group’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 | $800K | Buy |
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|
2025
Q1 | $4.17K | Sell |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $4K | Hold |
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|
2024
Q2 | $4K | Sell |
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|
2024
Q1 | $8K | Buy |
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|
2023
Q4 | $3K | Hold |
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|
2023
Q3 | $3K | Sell |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $740K | Buy |
|
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $6.07M | Buy |
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|
2022
Q2 | $4.62M | Buy |
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|
2022
Q1 | $161K | Sell |
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|
2021
Q4 | $4.37M | Buy |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $2.45M | Sell |
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|
2021
Q1 | $5.29M | Buy |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $909K | Sell |
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|
2019
Q4 | $3.72M | Buy |
|
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5.52M | Sell |
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|
2018
Q3 | $6.77M | Sell |
|
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|
2018
Q2 | $9.07M | Sell |
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|
2018
Q1 | $19.4M | Sell |
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|
2017
Q4 | $34.7M | Buy |
|
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|
2017
Q3 | $16.2M | Buy |
|
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|
2017
Q2 | $7.92M | Buy |
|
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|
2017
Q1 | $5.64M | Sell |
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|
2016
Q4 | $9.69M | Buy |
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $4.96M | Buy |
|
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|
2015
Q3 | $483K | Sell |
|
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|
2015
Q2 | $2.06M | Buy |
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|
2015
Q1 | $853K | Sell |
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|
2014
Q4 | $19.3M | Buy |
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|
2014
Q3 | $13.2M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Sell |
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|
2013
Q2 | $5K | Buy |
|