Synergy Asset Management’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
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $11M | Buy |
|
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|
2024
Q2 | $4.11M | Buy |
|
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $5.83M | Buy |
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|
2023
Q1 | $286K | Sell |
|
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $531K | Sell |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $4.86M | Buy |
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