Kathmere Capital 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 | $1.7M | Buy |
35,867
+3,697
| +11% | +$175K | 0.13% | 112 |
|
|
2025
Q1 | $1.34M | Sell |
32,170
-1,645
| -5% | -$68.6K | 0.11% | 123 |
|
|
2024
Q4 | $1.49M | Buy |
33,815
+2,978
| +10% | +$131K | 0.13% | 103 |
|
|
2024
Q3 | $1.22M | Buy |
30,837
+2,086
| +7% | +$82.8K | 0.11% | 105 |
|
|
2024
Q2 | $1.14M | Buy |
28,751
+3,334
| +13% | +$133K | 0.12% | 97 |
|
|
2024
Q1 | $964K | Buy |
25,417
+5,264
| +26% | +$200K | 0.11% | 112 |
|
|
2023
Q4 | $679K | Buy |
20,153
+6,003
| +42% | +$202K | 0.09% | 125 |
|
|
2023
Q3 | $387K | Buy |
+14,150
| New | +$387K | 0.06% | 153 |
|
|
2021
Q1 | – | Sell |
-1,250
| Closed | -$38K | – | 152 |
|
|
2020
Q4 | $38K | Sell |
1,250
-25
| -2% | -$760 | 0.01% | 254 |
|
|
2020
Q3 | $31K | Buy |
+1,275
| New | +$31K | 0.01% | 248 |
|