Summit Wealth & Retirement Planning’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 | $735K | Sell |
15,543
-951
| -6% | -$45K | 0.2% | 39 |
|
|
2025
Q1 | $688K | Buy |
16,494
+2,276
| +16% | +$95K | 0.21% | 36 |
|
|
2024
Q4 | $625K | Buy |
14,218
+945
| +7% | +$41.5K | 0.19% | 35 |
|
|
2024
Q3 | $527K | Buy |
13,273
+770
| +6% | +$30.6K | 0.17% | 38 |
|
|
2024
Q2 | $497K | Sell |
12,503
-267
| -2% | -$10.6K | 0.17% | 38 |
|
|
2024
Q1 | $484K | Buy |
+12,770
| New | +$484K | 0.17% | 37 |
|
|
2021
Q2 | – | Sell |
-5,462
| Closed | -$211K | – | 82 |
|
|
2021
Q1 | $211K | Buy |
+5,462
| New | +$211K | 0.08% | 96 |
|
|
2020
Q1 | – | Sell |
-5,848
| Closed | -$206K | – | 114 |
|
|
2019
Q4 | $206K | Buy |
+5,848
| New | +$206K | 0.09% | 118 |
|
|
2019
Q3 | – | Sell |
-7,236
| Closed | -$210K | – | 119 |
|
|
2019
Q2 | $210K | Hold |
7,236
| – | – | 0.12% | 126 |
|
|
2019
Q1 | $200K | Buy |
+7,236
| New | +$200K | 0.12% | 127 |
|