Pacific Sun Financial’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 | $592K | Hold |
12,505
| – | – | 0.31% | 96 |
|
|
2025
Q1 | $522K | Hold |
12,505
| – | – | 0.3% | 106 |
|
|
2024
Q4 | $550K | Hold |
12,505
| – | – | 0.3% | 102 |
|
|
2024
Q3 | $496K | Sell |
12,505
-60
| -0.5% | -$2.38K | 0.27% | 107 |
|
|
2024
Q2 | $500K | Hold |
12,565
| – | – | 0.3% | 106 |
|
|
2024
Q1 | $476K | Buy |
+12,565
| New | +$476K | 0.28% | 111 |
|
|
2022
Q4 | – | Sell |
-12,997
| Closed | -$393K | – | 175 |
|
|
2022
Q3 | $393K | Buy |
12,997
+146
| +1% | +$4.42K | 0.28% | 114 |
|
|
2022
Q2 | $400K | Hold |
12,851
| – | – | 0.26% | 117 |
|
|
2022
Q1 | $530K | Hold |
12,851
| – | – | 0.29% | 103 |
|
|
2021
Q4 | $572K | Hold |
12,851
| – | – | 0.31% | 100 |
|
|
2021
Q3 | $546K | Buy |
+12,851
| New | +$546K | 0.31% | 95 |
|
|
2020
Q3 | $303K | Hold |
12,585
| – | – | 0.25% | 111 |
|
|
2020
Q2 | $299K | Hold |
12,585
| – | – | 0.27% | 109 |
|
|
2020
Q1 | $267K | Buy |
12,585
+187
| +2% | +$3.97K | 0.31% | 106 |
|
|
2019
Q4 | $437K | Sell |
12,398
-102
| -0.8% | -$3.6K | 0.39% | 87 |
|
|
2019
Q3 | $365K | Hold |
12,500
| – | – | 0.34% | 96 |
|
|
2019
Q2 | $363K | Buy |
+12,500
| New | +$363K | 0.35% | 95 |
|
|
2018
Q2 | $394K | Hold |
12,500
| – | – | 0.41% | 83 |
|
|
2018
Q1 | $375K | Sell |
12,500
-1,008
| -7% | -$30.2K | 0.5% | 69 |
|
|
2017
Q4 | $399K | Buy |
+13,508
| New | +$399K | 0.22% | 88 |
|