Kapstone Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $596K | Hold |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $479K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $438K | Buy |
|