Sonora Investment Management Group’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 | $619K | Buy |
13,075
+5,021
| +62% | +$238K | 0.05% | 154 |
|
|
2025
Q1 | $336K | Buy |
8,054
+1,533
| +24% | +$64K | 0.03% | 207 |
|
|
2024
Q4 | $287K | Sell |
6,521
-492
| -7% | -$21.6K | 0.02% | 222 |
|
|
2024
Q3 | $278K | Sell |
7,013
-644
| -8% | -$25.6K | 0.02% | 229 |
|
|
2024
Q2 | $290K | Hold |
7,657
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $290K | Sell |
7,657
-297
| -4% | -$11.3K | 0.02% | 227 |
|
|
2023
Q4 | $268K | Sell |
7,954
-527
| -6% | -$17.7K | 0.02% | 222 |
|
|
2023
Q3 | $232K | Sell |
8,481
-43
| -0.5% | -$1.18K | 0.02% | 223 |
|
|
2023
Q2 | $245K | Buy |
8,524
+50
| +0.6% | +$1.44K | 0.02% | 226 |
|
|
2023
Q1 | $242K | Sell |
8,474
-298
| -3% | -$8.52K | 0.02% | 231 |
|
|
2022
Q4 | $291K | Sell |
8,772
-3,136
| -26% | -$104K | 0.03% | 213 |
|
|
2022
Q3 | $371K | Hold |
11,908
| – | – | 0.05% | 138 |
|
|
2022
Q2 | $371K | Buy |
11,908
+300
| +3% | +$9.35K | 0.04% | 171 |
|
|
2022
Q1 | $478K | Buy |
11,608
+400
| +4% | +$16.5K | 0.05% | 135 |
|
|
2021
Q4 | $499K | Buy |
+11,208
| New | +$499K | 0.06% | 134 |
|