J. Safra Sarasin Holding’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
$1.83M Buy
38,655
+13,585
+54% +$643K 0.03% 242
2025
Q1
$1.05M Sell
25,070
-21,410
-46% -$893K 0.02% 313
2024
Q4
$2.04M Hold
46,480
0.03% 220
2024
Q3
$1.84M Hold
46,480
0.03% 221
2024
Q2
$1.85M Buy
+46,480
New +$1.85M 0.03% 233