KFS
Kaizen Financial Strategies’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
311
+25
| +9% | +$30.3K | 0.19% | 97 |
|
|
2025
Q1 | $354K | Sell |
286
-19
| -6% | -$23.5K | 0.2% | 92 |
|
|
2024
Q4 | $371K | Buy |
305
+5
| +2% | +$6.09K | 0.21% | 83 |
|
|
2024
Q3 | $382K | Hold |
300
| – | – | 0.22% | 77 |
|
|
2024
Q2 | $362K | Buy |
300
+126
| +72% | +$152K | 0.23% | 74 |
|
|
2024
Q1 | $208K | Buy |
174
+3
| +2% | +$3.58K | 0.14% | 115 |
|
|
2023
Q4 | $207K | Sell |
171
-26
| -13% | -$31.4K | 0.16% | 110 |
|
|
2023
Q3 | $219K | Buy |
197
+3
| +2% | +$3.33K | 0.18% | 97 |
|
|
2023
Q2 | $226K | Buy |
194
+3
| +2% | +$3.5K | 0.19% | 99 |
|
|
2023
Q1 | $223K | Buy |
191
+2
| +1% | +$2.33K | 0.22% | 91 |
|
|
2022
Q4 | $230K | Buy |
+189
| New | +$230K | 0.23% | 102 |
|