SS
Sunbelt Securities’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
29,712
+1,364
| +5% | +$59.9K | 0.12% | 166 |
|
|
2025
Q1 | $1.18M | Sell |
28,348
-1,364
| -5% | -$56.9K | 0.11% | 168 |
|
|
2024
Q4 | $1.3M | Sell |
29,712
-1,594
| -5% | -$70K | 0.11% | 166 |
|
|
2024
Q3 | $1.24M | Sell |
31,306
-446
| -1% | -$17.7K | 0.12% | 177 |
|
|
2024
Q2 | $1.26M | Sell |
31,752
-39
| -0.1% | -$1.55K | 0.13% | 156 |
|
|
2024
Q1 | $1.21M | Buy |
31,791
+1,805
| +6% | +$68.4K | 0.13% | 155 |
|
|
2023
Q4 | $1.01M | Sell |
29,986
-39,643
| -57% | -$1.33M | 0.13% | 177 |
|
|
2023
Q3 | $1.91M | Buy |
69,629
+559
| +0.8% | +$15.3K | 0.26% | 78 |
|
|
2023
Q2 | $1.98M | Buy |
69,070
+933
| +1% | +$26.8K | 0.29% | 74 |
|
|
2023
Q1 | $1.93M | Buy |
68,137
+24,068
| +55% | +$681K | 0.31% | 76 |
|
|
2022
Q4 | $1.46M | Sell |
44,069
-961
| -2% | -$31.8K | 0.29% | 88 |
|
|
2022
Q3 | $1.36M | Buy |
45,030
+20,373
| +83% | +$615K | 0.29% | 92 |
|
|
2022
Q2 | $768K | Sell |
24,657
-2,472
| -9% | -$77K | 0.16% | 160 |
|
|
2022
Q1 | $1.17M | Buy |
27,129
+8
| +0% | +$344 | 0.21% | 122 |
|
|
2021
Q4 | $1.34M | Sell |
27,121
-9,688
| -26% | -$478K | 0.22% | 119 |
|
|
2021
Q3 | $1.4M | Hold |
36,809
| – | – | 0.25% | 101 |
|
|
2021
Q2 | $1.4M | Sell |
36,809
-18
| -0% | -$683 | 0.25% | 101 |
|
|
2021
Q1 | $1.43M | Sell |
36,827
-2,131
| -5% | -$82.5K | 0.28% | 92 |
|
|
2020
Q4 | $1.18M | Buy |
38,958
+2,590
| +7% | +$78.5K | 0.24% | 100 |
|
|
2020
Q3 | $876K | Buy |
36,368
+1,514
| +4% | +$36.5K | 0.24% | 106 |
|
|
2020
Q2 | $828K | Sell |
34,854
-7,738
| -18% | -$184K | 0.28% | 97 |
|
|
2020
Q1 | $1.01M | Sell |
42,592
-54,288
| -56% | -$1.28M | 0.04% | 146 |
|
|
2019
Q4 | $3.41M | Sell |
96,880
-12,180
| -11% | -$429K | 0.36% | 63 |
|
|
2019
Q3 | $3.18M | Buy |
109,060
+80,306
| +279% | +$2.34M | 0.36% | 66 |
|
|
2019
Q2 | $834K | Buy |
28,754
+811
| +3% | +$23.5K | 0.36% | 79 |
|
|
2019
Q1 | $771K | Sell |
27,943
-6,998
| -20% | -$193K | 0.39% | 77 |
|
|
2018
Q4 | $861K | Sell |
34,941
-3,311
| -9% | -$81.6K | 0.5% | 59 |
|
|
2018
Q3 | $1.13M | Sell |
38,252
-700
| -2% | -$20.6K | 0.6% | 48 |
|
|
2018
Q2 | $1.1M | Buy |
38,952
+360
| +0.9% | +$10.1K | 0.66% | 44 |
|
|
2018
Q1 | $1.16M | Buy |
38,592
+11,250
| +41% | +$337K | 1.06% | 18 |
|
|
2017
Q4 | $807K | Buy |
27,342
+2,644
| +11% | +$78K | 0.78% | 30 |
|
|
2017
Q3 | $626K | Sell |
24,698
-5,561
| -18% | -$141K | 0.66% | 42 |
|
|
2017
Q2 | $734K | Sell |
30,259
-53,211
| -64% | -$1.29M | 1.38% | 17 |
|
|
2017
Q1 | $1.97M | Sell |
83,470
-54,391
| -39% | -$1.28M | 2.96% | 8 |
|
|
2016
Q4 | $3.05M | Sell |
137,861
-477,430
| -78% | -$10.6M | 4.63% | 6 |
|
|
2016
Q3 | $9.63M | Buy |
615,291
+2,943
| +0.5% | +$46.1K | 11.62% | 1 |
|
|
2016
Q2 | $8.13M | Buy |
612,348
+10,285
| +2% | +$136K | 10.62% | 1 |
|
|
2016
Q1 | $8.14M | Buy |
602,063
+41,394
| +7% | +$560K | 11.85% | 1 |
|
|
2015
Q4 | $9.44M | Sell |
560,669
-55,569
| -9% | -$935K | 13.28% | 1 |
|
|
2015
Q3 | $9.6M | Buy |
616,238
+9,441
| +2% | +$147K | 13.04% | 1 |
|
|
2015
Q2 | $10.3M | Sell |
606,797
-8,755,063
| -94% | -$149M | 14.22% | 1 |
|
|
2015
Q1 | $608K | Buy |
9,361,860
+8,755,580
| +1,444% | +$569K | 0.9% | 21 |
|
|
2014
Q4 | $10.8M | Buy |
+606,280
| New | +$10.8M | 14.24% | 1 |
|