Kelly Financial Services’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 | $225K | Buy |
+4,753
| New | +$225K | 0.07% | 110 |
|
|
2025
Q1 | – | Sell |
-4,753
| Closed | -$209K | – | 114 |
|
|
2024
Q4 | $209K | Buy |
+4,753
| New | +$209K | 0.08% | 111 |
|
|
2024
Q3 | – | Sell |
-4,640
| Closed | -$185K | – | 166 |
|
|
2024
Q2 | $185K | Buy |
4,640
+22
| +0.5% | +$875 | 0.07% | 114 |
|
|
2024
Q1 | $175K | Hold |
4,618
| – | – | 0.07% | 115 |
|
|
2023
Q4 | $155K | Buy |
4,618
+13
| +0.3% | +$438 | 0.06% | 111 |
|
|
2023
Q3 | $126K | Buy |
4,605
+15
| +0.3% | +$411 | 0.06% | 108 |
|
|
2023
Q2 | $132K | Buy |
4,590
+14
| +0.3% | +$402 | 0.06% | 103 |
|
|
2023
Q1 | $131K | Sell |
4,576
-27
| -0.6% | -$772 | 0.07% | 99 |
|
|
2022
Q4 | $152K | Buy |
4,603
+26
| +0.6% | +$861 | 0.08% | 93 |
|
|
2022
Q3 | $138K | Sell |
4,577
-891
| -16% | -$26.9K | 0.08% | 89 |
|
|
2022
Q2 | $170K | Buy |
5,468
+1,468
| +37% | +$45.7K | 0.09% | 86 |
|
|
2022
Q1 | $165K | Buy |
4,000
+7
| +0.2% | +$289 | 0.07% | 92 |
|
|
2021
Q4 | $178K | Buy |
3,993
+504
| +14% | +$22.4K | 0.08% | 86 |
|
|
2021
Q3 | $148K | Sell |
3,489
-182,591
| -98% | -$7.75M | 0.08% | 81 |
|
|
2021
Q2 | $4.51M | Buy |
186,080
+181,780
| +4,227% | +$4.41M | 0.17% | 34 |
|
|
2021
Q1 | $166K | Buy |
4,300
+3
| +0.1% | +$116 | 0.1% | 58 |
|
|
2020
Q4 | $130K | Buy |
4,297
+4
| +0.1% | +$121 | 0.09% | 55 |
|
|
2020
Q3 | $103K | Sell |
4,293
-495
| -10% | -$11.9K | 0.07% | 53 |
|
|
2020
Q2 | $114K | Buy |
4,788
+5
| +0.1% | +$119 | 0.09% | 49 |
|
|
2020
Q1 | $102K | Buy |
4,783
+1,153
| +32% | +$24.5K | 0.13% | 47 |
|
|
2019
Q4 | $128K | Hold |
3,630
| – | – | 0.1% | 41 |
|
|
2019
Q3 | $106K | Hold |
3,630
| – | – | 0.1% | 45 |
|
|
2019
Q2 | $105K | Sell |
3,630
-20
| -0.5% | -$580 | 0.1% | 45 |
|
|
2019
Q1 | $101K | Buy |
+3,650
| New | +$101K | 0.11% | 44 |
|