Kelly Financial Group’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
$360K Hold
7,607
0.1% 56
2025
Q1
$317K Sell
7,607
-25
-0.3% -$1.04K 0.1% 62
2024
Q4
$335K Buy
+7,632
New +$335K 0.12% 50