Caldwell Sutter Capital’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 | $994K | Sell |
21,015
-146
| -0.7% | -$6.91K | 0.46% | 56 |
|
|
2025
Q1 | $883K | Buy |
21,161
+788
| +4% | +$32.9K | 0.42% | 64 |
|
|
2024
Q4 | $895K | Buy |
20,373
+129
| +0.6% | +$5.67K | 0.42% | 65 |
|
|
2024
Q3 | $803K | Buy |
20,244
+105
| +0.5% | +$4.17K | 0.37% | 71 |
|
|
2024
Q2 | $801K | Buy |
20,139
+1,348
| +7% | +$53.6K | 0.4% | 69 |
|
|
2024
Q1 | $713K | Sell |
18,791
-994
| -5% | -$37.7K | 0.34% | 83 |
|
|
2023
Q4 | $666K | Buy |
19,785
+26
| +0.1% | +$875 | 0.34% | 84 |
|
|
2023
Q3 | $541K | Sell |
19,759
-408
| -2% | -$11.2K | 0.3% | 92 |
|
|
2023
Q2 | $579K | Buy |
20,167
+11,264
| +127% | +$323K | 0.3% | 86 |
|
|
2023
Q1 | $255K | Buy |
8,903
+1,416
| +19% | +$40.5K | 0.19% | 103 |
|
|
2022
Q4 | $248K | Buy |
+7,487
| New | +$248K | 0.22% | 87 |
|