Sunesis Advisors’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
Q1 | $1.88M | Sell |
45,041
-41
| -0.1% | -$1.71K | 1.02% | 16 |
|
|
2024
Q4 | $1.98M | Buy |
45,082
+1,394
| +3% | +$61.3K | 1.2% | 12 |
|
|
2024
Q3 | $1.73M | Sell |
43,688
-94
| -0.2% | -$3.73K | 1.05% | 16 |
|
|
2024
Q2 | $1.74M | Sell |
43,782
-29
| -0.1% | -$1.15K | 1.03% | 18 |
|
|
2024
Q1 | $1.66M | Buy |
43,811
+1,366
| +3% | +$51.8K | 0.97% | 18 |
|
|
2023
Q4 | $1.43M | Sell |
42,445
-246
| -0.6% | -$8.28K | 0.87% | 20 |
|
|
2023
Q3 | $1.17M | Buy |
+42,691
| New | +$1.17M | 0.83% | 21 |
|
|
2023
Q1 | $1.19M | Sell |
41,525
-840
| -2% | -$24K | 0.85% | 19 |
|
|
2022
Q4 | $1.4M | Sell |
42,365
-314
| -0.7% | -$10.4K | 0.9% | 23 |
|
|
2022
Q3 | $1.29M | Sell |
42,679
-299
| -0.7% | -$9.03K | 0.89% | 25 |
|
|
2022
Q2 | $1.34M | Hold |
42,978
| – | – | 0.87% | 26 |
|
|
2022
Q1 | $1.77M | Buy |
42,978
+750
| +2% | +$30.9K | 1.03% | 19 |
|
|
2021
Q4 | $1.88M | Buy |
42,228
+700
| +2% | +$31.1K | 1.38% | 16 |
|
|
2021
Q3 | $1.76M | Buy |
41,528
+250
| +0.6% | +$10.6K | 1.36% | 17 |
|
|
2021
Q2 | $1.7M | Buy |
41,278
+18,224
| +79% | +$751K | 1.3% | 17 |
|
|
2021
Q1 | $892K | Buy |
23,054
+1,500
| +7% | +$58K | 0.71% | 20 |
|
|
2020
Q4 | $653K | Buy |
21,554
+900
| +4% | +$27.3K | 0.53% | 24 |
|
|
2020
Q3 | $498K | Buy |
20,654
+650
| +3% | +$15.7K | 0.44% | 24 |
|
|
2020
Q2 | $475K | Buy |
20,004
+100
| +0.5% | +$2.38K | 0.44% | 24 |
|
|
2020
Q1 | $423K | Buy |
19,904
+500
| +3% | +$10.6K | 0.43% | 25 |
|
|
2019
Q4 | $683K | Buy |
19,404
+200
| +1% | +$7.04K | 0.62% | 23 |
|
|
2019
Q3 | $560K | Buy |
19,204
+4,743
| +33% | +$138K | 0.58% | 22 |
|
|
2019
Q2 | $419K | Buy |
14,461
+500
| +4% | +$14.5K | 0.45% | 24 |
|
|
2019
Q1 | $385K | Buy |
13,961
+3,088
| +28% | +$85.2K | 0.39% | 24 |
|
|
2018
Q4 | $268K | Buy |
+10,873
| New | +$268K | 0.29% | 26 |
|