Summit X LLC’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 | $248K | Buy |
+5,251
| New | +$248K | 0.05% | 219 |
|
|
2023
Q3 | – | Sell |
-8,069
| Closed | -$232K | – | 191 |
|
|
2023
Q2 | $232K | Sell |
8,069
-221
| -3% | -$6.35K | 0.06% | 245 |
|
|
2023
Q1 | $238K | Buy |
+8,290
| New | +$238K | 0.06% | 233 |
|
|
2020
Q4 | – | Sell |
-2,750
| Closed | -$217 | – | 264 |
|
|
2020
Q3 | $217 | Buy |
+2,750
| New | +$217 | ﹤0.01% | 413 |
|
|
2020
Q1 | – | Sell |
-15,507
| Closed | -$544K | – | 196 |
|
|
2019
Q4 | $544K | Buy |
15,507
+357
| +2% | +$12.5K | 0.2% | 123 |
|
|
2019
Q3 | $442K | Sell |
15,150
-1,224
| -7% | -$35.7K | 0.18% | 142 |
|
|
2019
Q2 | $477K | Buy |
16,374
+258
| +2% | +$7.52K | 0.19% | 126 |
|
|
2019
Q1 | $454K | Buy |
16,116
+851
| +6% | +$24K | 0.19% | 129 |
|
|
2018
Q4 | $375K | Buy |
15,265
+1,966
| +15% | +$48.3K | 0.22% | 126 |
|
|
2018
Q3 | $395K | Sell |
13,299
-444
| -3% | -$13.2K | 0.19% | 143 |
|
|
2018
Q2 | $391K | Buy |
13,743
+2,329
| +20% | +$66.3K | 0.22% | 131 |
|
|
2018
Q1 | $341K | Buy |
11,414
+1,695
| +17% | +$50.6K | 0.2% | 134 |
|
|
2017
Q4 | $286K | Buy |
9,719
+163
| +2% | +$4.8K | 0.18% | 145 |
|
|
2017
Q3 | $243K | Buy |
+9,556
| New | +$243K | 0.16% | 155 |
|