Burkett Financial Services’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 | $876K | Buy |
18,520
+80
| +0.4% | +$3.79K | 0.32% | 28 |
|
|
2025
Q1 | $770K | Sell |
18,440
-253
| -1% | -$10.6K | 0.31% | 27 |
|
|
2024
Q4 | $822K | Sell |
18,693
-430
| -2% | -$18.9K | 0.34% | 26 |
|
|
2024
Q3 | $759K | Buy |
19,123
+477
| +3% | +$18.9K | 0.31% | 26 |
|
|
2024
Q2 | $742K | Sell |
18,646
-349
| -2% | -$13.9K | 0.38% | 24 |
|
|
2024
Q1 | $720K | Buy |
18,995
+130
| +0.7% | +$4.93K | 0.37% | 25 |
|
|
2023
Q4 | $635K | Buy |
+18,865
| New | +$635K | 0.35% | 25 |
|