Kapstone Financial Advisors’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 | $546K | Sell |
11,547
-120
| -1% | -$5.68K | 0.27% | 53 |
|
|
2025
Q1 | $487K | Sell |
11,667
-1
| -0% | -$42 | 0.28% | 60 |
|
|
2024
Q4 | $545K | Sell |
11,668
-901
| -7% | -$42.1K | 0.29% | 57 |
|
|
2024
Q3 | $495K | Sell |
12,569
-53
| -0.4% | -$2.09K | 0.3% | 62 |
|
|
2024
Q2 | $502K | Hold |
12,622
| – | – | 0.33% | 54 |
|
|
2024
Q1 | $479K | Hold |
12,622
| – | – | 0.33% | 57 |
|
|
2023
Q4 | $421K | Hold |
12,622
| – | – | 0.33% | 59 |
|
|
2023
Q3 | $346K | Buy |
12,622
+500
| +4% | +$13.7K | 0.31% | 61 |
|
|
2023
Q2 | $383K | Sell |
12,122
-10
| -0.1% | -$316 | 0.32% | 63 |
|
|
2023
Q1 | $347K | Buy |
12,132
+10
| +0.1% | +$286 | 0.31% | 65 |
|
|
2022
Q4 | $438K | Buy |
+12,122
| New | +$438K | 0.4% | 54 |
|