Summit X LLC’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
Q3
Sell
2025
Q2
$248K Buy
2023
Q3
Sell
2023
Q2
$232K Sell
2023
Q1
$238K Buy
2020
Q4
Sell
2020
Q3
$217 Buy
2020
Q1
Sell
2019
Q4
$544K Buy
2019
Q3
$442K Sell
2019
Q2
$477K Buy
2019
Q1
$454K Buy
2018
Q4
$375K Buy
2018
Q3
$395K Sell
2018
Q2
$391K Buy
2018
Q1
$341K Buy
2017
Q4
$286K Buy
2017
Q3
$243K Buy