Syverson Strege & Co’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
+15,715
| New | +$744K | 0.18% | 59 |
|
|
2023
Q2 | – | Sell |
-336
| Closed | -$9.61K | – | 109 |
|
|
2023
Q1 | $9.61K | Buy |
336
+149
| +80% | +$4.26K | ﹤0.01% | 257 |
|
|
2022
Q4 | $6.19K | Hold |
187
| – | – | ﹤0.01% | 212 |
|
|
2022
Q3 | $6K | Hold |
187
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $6K | Sell |
187
-250
| -57% | -$8.02K | ﹤0.01% | 247 |
|
|
2022
Q1 | $18K | Buy |
437
+250
| +134% | +$10.3K | 0.02% | 169 |
|
|
2021
Q4 | $8K | Sell |
187
-371
| -66% | -$15.9K | 0.01% | 210 |
|
|
2021
Q3 | $24K | Buy |
558
+371
| +198% | +$16K | 0.02% | 175 |
|
|
2021
Q2 | $8K | Hold |
187
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $7K | Hold |
187
| – | – | 0.01% | 208 |
|
|
2020
Q4 | $6K | Buy |
+187
| New | +$6K | 0.01% | 194 |
|