Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
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|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $17.4M | Sell |
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|
2024
Q2 | $17.7M | Sell |
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|
2024
Q1 | $17.4M | Sell |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $8.68M | Buy |
|
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|
2022
Q4 | $9.55M | Sell |
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|
2022
Q3 | $9M | Buy |
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|
2022
Q2 | $8.99M | Buy |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.31M | Sell |
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|
2020
Q4 | $7.29M | Buy |
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|
2020
Q3 | $5.55M | Buy |
|