KFS
Kaizen Financial Strategies’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+4,453
| New | +$211K | 0.11% | 141 |
|
|
2023
Q4 | – | Sell |
-7,673
| Closed | -$210K | – | 117 |
|
|
2023
Q3 | $210K | Sell |
7,673
-200
| -3% | -$5.48K | 0.18% | 101 |
|
|
2023
Q2 | $231K | Buy |
7,873
+102
| +1% | +$3K | 0.2% | 97 |
|
|
2023
Q1 | $222K | Sell |
7,771
-3,376
| -30% | -$96.5K | 0.22% | 92 |
|
|
2022
Q4 | $393K | Buy |
11,147
+150
| +1% | +$5.28K | 0.39% | 59 |
|
|
2022
Q3 | $332K | Sell |
10,997
-403
| -4% | -$12.2K | 0.34% | 71 |
|
|
2022
Q2 | $355K | Buy |
11,400
+5,044
| +79% | +$157K | 0.35% | 71 |
|
|
2022
Q1 | $262K | Buy |
6,356
+222
| +4% | +$9.15K | 0.21% | 114 |
|
|
2021
Q4 | $273K | Sell |
6,134
-550
| -8% | -$24.5K | 0.2% | 111 |
|
|
2021
Q3 | $284K | Buy |
+6,684
| New | +$284K | 0.23% | 108 |
|
|
2021
Q1 | $256K | Sell |
6,628
-493
| -7% | -$19K | 0.24% | 117 |
|
|
2020
Q4 | $216K | Buy |
+7,121
| New | +$216K | 0.24% | 106 |
|