Kestra Investment Management’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	$1.15M	Buy	25,961 +11,931	+85%	+$529K	0.02%	256
2025 Q1	$585K	Sell	14,030 -2,086	-13%	-$87K	0.02%	249
2024 Q4	$708K	Sell	16,116 -10,830	-40%	-$476K	0.03%	186
2024 Q3	$1.07M	Buy	26,946 +7,211	+37%	+$286K	0.05%	118
2024 Q2	$785K	Buy	+19,735	New	+$785K	0.05%	68