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SFG Wealth Management, LLC.

SEC CIK
0001908914
Latest filing
Jul 22, 2026

BAC holding history

Bank of America Corp in every 13F filed by SFG Wealth Management, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of BAC by SFG Wealth Management, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−11,516−100.0%Sold outHolders
Q4 202211,516$381.4K0.5%−2,258−16.4%ReducedHolders
Q3 202213,774$416.0K0.6%+145+1.1%AddedHolders
Q2 202213,629$424.0K0.5%−1,378−9.2%ReducedHolders
Q1 202215,007$619.0K0.6%+1,670+12.5%AddedHolders
Q4 202113,337$593.0K0.5%–No prior filingHolders