Kaufman Rossin Wealth’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	–	Sell	-5,610	Closed	-$234K	–	145
2025 Q1	$234K	Buy	5,610 +945	+20%	+$39.4K	0.17%	119
2024 Q4	$205K	Buy	+4,665	New	+$205K	0.21%	37