SWA
Sutton Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.02M | Sell |
37,098
-266
| -0.7% | -$7.28K | 0.5% | 38 |
|
|
2023
Q2 | $1.07M | Sell |
37,364
-4,084
| -10% | -$117K | 0.52% | 35 |
|
|
2023
Q1 | $1.19M | Sell |
41,448
-40,935
| -50% | -$1.17M | 0.63% | 30 |
|
|
2022
Q4 | $2.73M | Buy |
82,383
+1,311
| +2% | +$43.4K | 1.04% | 20 |
|
|
2022
Q3 | $2.45M | Sell |
81,072
-380
| -0.5% | -$11.5K | 1% | 23 |
|
|
2022
Q2 | $2.54M | Buy |
81,452
+1,569
| +2% | +$48.8K | 1.01% | 20 |
|
|
2022
Q1 | $3.29M | Buy |
79,883
+131
| +0.2% | +$5.4K | 1.13% | 19 |
|
|
2021
Q4 | $3.55M | Buy |
79,752
+1,451
| +2% | +$64.6K | 1.18% | 19 |
|
|
2021
Q3 | $3.32M | Buy |
78,301
+438
| +0.6% | +$18.6K | 1.23% | 18 |
|
|
2021
Q2 | $3.21M | Buy |
77,863
+1
| +0% | +$41 | 1.17% | 20 |
|
|
2021
Q1 | $3.01M | Buy |
77,862
+122
| +0.2% | +$4.72K | 1.19% | 19 |
|
|
2020
Q4 | $2.36M | Sell |
77,740
-1,003
| -1% | -$30.4K | 1% | 20 |
|
|
2020
Q3 | $1.9M | Buy |
78,743
+2,869
| +4% | +$69.1K | 0.92% | 22 |
|
|
2020
Q2 | $1.8M | Buy |
75,874
+4,678
| +7% | +$111K | 0.94% | 23 |
|
|
2020
Q1 | $1.51M | Buy |
71,196
+26,638
| +60% | +$566K | 0.95% | 20 |
|
|
2019
Q4 | $1.57M | Buy |
44,558
+795
| +2% | +$28K | 0.8% | 22 |
|
|
2019
Q3 | $1.28M | Sell |
43,763
-79
| -0.2% | -$2.3K | 0.71% | 26 |
|
|
2019
Q2 | $1.27M | Buy |
43,842
+218
| +0.5% | +$6.32K | 0.73% | 24 |
|
|
2019
Q1 | $1.2M | Buy |
43,624
+459
| +1% | +$12.7K | 0.7% | 25 |
|
|
2018
Q4 | $1.06M | Buy |
43,165
+9,538
| +28% | +$235K | 0.69% | 25 |
|
|
2018
Q3 | $991K | Hold |
33,627
| – | – | 0.65% | 22 |
|
|
2018
Q2 | $948K | Buy |
33,627
+1,012
| +3% | +$28.5K | 0.66% | 23 |
|
|
2018
Q1 | $978K | Buy |
32,615
+39
| +0.1% | +$1.17K | 0.7% | 23 |
|
|
2017
Q4 | $962K | Hold |
32,576
| – | – | 0.7% | 22 |
|
|
2017
Q3 | $825K | Hold |
32,576
| – | – | 0.63% | 23 |
|
|
2017
Q2 | $790K | Buy |
32,576
+398
| +1% | +$9.66K | 0.63% | 25 |
|
|
2017
Q1 | $759K | Buy |
32,178
+616
| +2% | +$14.5K | 0.64% | 26 |
|
|
2016
Q4 | $698K | Buy |
31,562
+34
| +0.1% | +$751 | 0.62% | 23 |
|
|
2016
Q3 | $493K | Sell |
31,528
-6
| -0% | -$94 | 0.45% | 42 |
|
|
2016
Q2 | $418K | Buy |
31,534
+1,349
| +4% | +$17.9K | 0.4% | 47 |
|
|
2016
Q1 | $408K | Buy |
+30,185
| New | +$408K | 0.39% | 46 |
|