Syverson Strege & Co’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
Q3
$721K Sell
2025
Q2
$744K Buy
2023
Q2
Sell
2023
Q1
$9.61K Buy
2022
Q4
$6.19K Hold
2022
Q3
$6K Hold
2022
Q2
$6K Sell
2022
Q1
$18K Buy
2021
Q4
$8K Sell
2021
Q3
$24K Buy
2021
Q2
$8K Hold
2021
Q1
$7K Hold
2020
Q4
$6K Buy