Kelman-Lazarov Inc’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $301K | Hold |
|
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Hold |
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|
2019
Q3 | $236K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $12.2K | Sell |
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|
2016
Q3 | $22.2K | Buy |
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|
2016
Q2 | $18.4K | Sell |
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|
2016
Q1 | $23K | Buy |
|