Keel Point’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 | $2.07M | Buy |
43,686
+3,935
| +10% | +$186K | 0.14% | 109 |
|
|
2025
Q1 | $1.66M | Buy |
39,751
+3,479
| +10% | +$145K | 0.13% | 107 |
|
|
2024
Q4 | $1.59M | Buy |
36,272
+5,682
| +19% | +$250K | 0.13% | 108 |
|
|
2024
Q3 | $1.21M | Buy |
30,590
+412
| +1% | +$16.3K | 0.1% | 138 |
|
|
2024
Q2 | $1.16M | Buy |
30,178
+10,904
| +57% | +$419K | 0.1% | 137 |
|
|
2024
Q1 | $731K | Sell |
19,274
-504
| -3% | -$19.1K | 0.08% | 156 |
|
|
2023
Q4 | $666K | Buy |
19,778
+1,284
| +7% | +$43.2K | 0.08% | 152 |
|
|
2023
Q3 | $506K | Sell |
18,494
-955
| -5% | -$26.1K | 0.07% | 161 |
|
|
2023
Q2 | $558K | Buy |
19,449
+1,061
| +6% | +$30.4K | 0.07% | 150 |
|
|
2023
Q1 | $526K | Sell |
18,388
-1,527
| -8% | -$43.7K | 0.08% | 158 |
|
|
2022
Q4 | $660K | Sell |
19,915
-140
| -0.7% | -$4.64K | 0.1% | 139 |
|
|
2022
Q3 | $606K | Buy |
20,055
+316
| +2% | +$9.55K | 0.1% | 126 |
|
|
2022
Q2 | $692K | Buy |
19,739
+1,697
| +9% | +$59.5K | 0.11% | 124 |
|
|
2022
Q1 | $744K | Buy |
18,042
+605
| +3% | +$24.9K | 0.11% | 116 |
|
|
2021
Q4 | $776K | Buy |
17,437
+1,515
| +10% | +$67.4K | 0.09% | 109 |
|
|
2021
Q3 | $676K | Buy |
15,922
+226
| +1% | +$9.6K | 0.09% | 122 |
|
|
2021
Q2 | $647K | Buy |
15,696
+368
| +2% | +$15.2K | 0.07% | 135 |
|
|
2021
Q1 | $593K | Sell |
15,328
-4,828
| -24% | -$187K | 0.06% | 140 |
|
|
2020
Q4 | $611K | Sell |
20,156
-4,088
| -17% | -$124K | 0.05% | 136 |
|
|
2020
Q3 | $584K | Buy |
24,244
+8,336
| +52% | +$201K | 0.05% | 123 |
|
|
2020
Q2 | $378K | Buy |
15,908
+2,776
| +21% | +$66K | 0.04% | 145 |
|
|
2020
Q1 | $279K | Buy |
13,132
+1,654
| +14% | +$35.1K | 0.04% | 146 |
|
|
2019
Q4 | $404K | Buy |
11,478
+1,393
| +14% | +$49K | 0.04% | 134 |
|
|
2019
Q3 | $294K | Buy |
10,085
+2,325
| +30% | +$67.8K | 0.04% | 147 |
|
|
2019
Q2 | $225K | Sell |
7,760
-1,475
| -16% | -$42.8K | 0.03% | 178 |
|
|
2019
Q1 | $255K | Buy |
+9,235
| New | +$255K | 0.03% | 167 |
|
|
2018
Q4 | – | Sell |
-7,269
| Closed | -$214K | – | 208 |
|
|
2018
Q3 | $214K | Buy |
+7,269
| New | +$214K | 0.03% | 180 |
|