Kagan Cocozza Asset 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
$313K Buy
6,606
+76
+1% +$3.6K 0.24% 51
2025
Q1
$272K Sell
6,530
-1,236
-16% -$51.6K 0.22% 57
2024
Q4
$341K Buy
+7,766
New +$341K 0.28% 51