Sunflower Bank Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-75,000
| Closed | -$1.82M | – | 94 |
|
2017
Q2 | $1.82M | Hold |
75,000
| – | – | 0.62% | 35 |
|
2017
Q1 | $1.77M | Hold |
75,000
| – | – | 0.6% | 34 |
|
2016
Q4 | $1.66M | Hold |
75,000
| – | – | 0.59% | 33 |
|
2016
Q3 | $1.17M | Hold |
75,000
| – | – | 0.43% | 40 |
|
2016
Q2 | $995K | Hold |
75,000
| – | – | 0.35% | 45 |
|
2016
Q1 | $1.01M | Hold |
75,000
| – | – | 0.36% | 44 |
|
2015
Q4 | $1.26M | Hold |
75,000
| – | – | 0.44% | 42 |
|
2015
Q3 | $1.17M | Hold |
75,000
| – | – | 0.43% | 39 |
|
2015
Q2 | $1.28M | Sell |
75,000
-4,000
| -5% | -$68.1K | 0.43% | 39 |
|
2015
Q1 | $1.22M | Hold |
79,000
| – | – | 0.4% | 45 |
|
2014
Q4 | $1.41M | Sell |
79,000
-1,325
| -2% | -$23.7K | 0.45% | 40 |
|
2014
Q3 | $1.37M | Hold |
80,325
| – | – | 0.47% | 38 |
|
2014
Q2 | $1.24M | Hold |
80,325
| – | – | 0.5% | 42 |
|
2014
Q1 | $1.38M | Hold |
80,325
| – | – | 0.67% | 31 |
|
2013
Q4 | $1.25M | Sell |
80,325
-452
| -0.6% | -$7.04K | 0.63% | 33 |
|
2013
Q3 | $1.12M | Buy |
80,777
+248
| +0.3% | +$3.42K | 0.6% | 36 |
|
2013
Q2 | $1.04M | Buy |
+80,529
| New | +$1.04M | 0.56% | 36 |
|