Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $759K | Sell |
|
|||||
|
2024
Q2 | $771K | Sell |
|
|||||
|
2024
Q1 | $783K | Buy |
|
|||||
|
2023
Q4 | $658K | Buy |
|
|||||
|
2023
Q3 | $525K | Buy |
|
|||||
|
2023
Q2 | $543K | Sell |
|
|||||
|
2023
Q1 | $562K | Buy |
|
|||||
|
2022
Q4 | $633K | Buy |
|
|||||
|
2022
Q3 | $554K | Sell |
|
|||||
|
2022
Q2 | $965K | Buy |
|
|||||
|
2022
Q1 | $966K | Buy |
|
|||||
|
2021
Q4 | $476K | Buy |
|