Coordinated Financial Services’s Bank of America Series L BAC.PRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	1,035 -1	-0.1%	-$1.21K	0.87%	30
2025 Q1	$1.28M	Buy	1,036 +63	+6%	+$77.8K	0.98%	31
2024 Q4	$1.19M	Buy	+973	New	+$1.19M	0.93%	31
2024 Q2	$1.03M	Buy	857 +61	+8%	+$73K	0.88%	34
2024 Q1	$951K	Buy	+796	New	+$951K	0.83%	34