Sonata Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $256K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $208K | Sell |
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|
2019
Q2 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $207K | Sell |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $254K | Hold |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $209K | Hold |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $214K | Hold |
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|
2015
Q3 | $198K | Sell |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $226K | Buy |
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|
2014
Q4 | $250K | Buy |
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