Wakefield 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
2023
Q4
Sell
2023
Q3
$536K Sell
2023
Q2
$616K Buy
2023
Q1
$566K Buy
2022
Q4
Sell
2022
Q3
$646K Buy
2022
Q2
$591K Buy
2022
Q1
Sell
2021
Q4
$684K Buy
2021
Q3
$628K Buy
2021
Q2
$609K Buy
2021
Q1
$566K Sell
2020
Q4
$904K Buy
2020
Q3
$692K Buy
2020
Q2
$678K Buy
2020
Q1
$498K Buy
2019
Q2
Sell
2019
Q1
$3.45M Buy