Kestra Advisory 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 | $23.2M | Buy |
489,710
+76,926
| +19% | +$3.64M | 0.11% | 169 |
|
|
2025
Q1 | $17.2M | Sell |
412,784
-38,984
| -9% | -$1.63M | 0.08% | 216 |
|
|
2024
Q4 | $19.9M | Sell |
451,768
-175,446
| -28% | -$7.71M | 0.11% | 183 |
|
|
2024
Q3 | $24.9M | Sell |
627,214
-106,532
| -15% | -$4.23M | 0.14% | 148 |
|
|
2024
Q2 | $29.2M | Buy |
733,746
+234,446
| +47% | +$9.32M | 0.16% | 131 |
|
|
2024
Q1 | $18.9M | Buy |
499,300
+28,216
| +6% | +$1.07M | 0.13% | 157 |
|
|
2023
Q4 | $15.9M | Buy |
471,084
+37,749
| +9% | +$1.27M | 0.13% | 164 |
|
|
2023
Q3 | $11.9M | Sell |
433,335
-134,088
| -24% | -$3.67M | 0.12% | 196 |
|
|
2023
Q2 | $16.3M | Buy |
567,423
+230,682
| +69% | +$6.62M | 0.16% | 131 |
|
|
2023
Q1 | $9.63M | Sell |
336,741
-92,220
| -21% | -$2.64M | 0.1% | 214 |
|
|
2022
Q4 | $14.2M | Sell |
428,961
-126,919
| -23% | -$4.2M | 0.13% | 191 |
|
|
2022
Q3 | $16.8M | Buy |
555,880
+70,111
| +14% | +$2.12M | 0.18% | 133 |
|
|
2022
Q2 | $15.1M | Buy |
485,769
+117,928
| +32% | +$3.67M | 0.16% | 141 |
|
|
2022
Q1 | $15.2M | Sell |
367,841
-100,943
| -22% | -$4.16M | 0.16% | 140 |
|
|
2021
Q4 | $20.9M | Buy |
468,784
+71,767
| +18% | +$3.19M | 0.21% | 104 |
|
|
2021
Q3 | $16.9M | Sell |
397,017
-67,854
| -15% | -$2.88M | 0.17% | 138 |
|
|
2021
Q2 | $19.2M | Sell |
464,871
-296
| -0.1% | -$12.2K | 0.22% | 107 |
|
|
2021
Q1 | $18M | Buy |
465,167
+18,171
| +4% | +$703K | 0.23% | 101 |
|
|
2020
Q4 | $13.4M | Buy |
446,996
+32,108
| +8% | +$963K | 0.16% | 155 |
|
|
2020
Q3 | $9.97M | Buy |
+414,888
| New | +$9.97M | 0.19% | 143 |
|