SFC
Swisher Financial Concepts’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+5,121
| New | +$242K | 0.16% | 83 |
|
|
2025
Q1 | – | Sell |
-5,512
| Closed | -$242K | – | 84 |
|
|
2024
Q4 | $242K | Buy |
5,512
+7
| +0.1% | +$308 | 0.29% | 53 |
|
|
2024
Q3 | $215K | Buy |
+5,505
| New | +$215K | 0.14% | 84 |
|
|
2024
Q2 | – | Sell |
-5,901
| Closed | -$214K | – | 83 |
|
|
2024
Q1 | $214K | Sell |
5,901
-493
| -8% | -$17.9K | 0.19% | 81 |
|
|
2023
Q4 | $205K | Buy |
+6,394
| New | +$205K | 0.2% | 78 |
|