Sunbeam Capital Management’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	$306K	Buy	6,476 +439	+7%	+$20.8K	0.23%	68
2025 Q1	$252K	Buy	6,037 +11	+0.2%	+$459	0.24%	70
2024 Q4	$265K	Buy	+6,026	New	+$265K	0.25%	70