KCFA
Key Client Fiduciary Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
36,516
-426
| -1% | -$20.2K | 0.7% | 35 |
|
|
2025
Q1 | $1.54M | Sell |
36,942
-310
| -0.8% | -$12.9K | 0.7% | 38 |
|
|
2024
Q4 | $1.64M | Sell |
37,252
-794
| -2% | -$34.9K | 0.72% | 34 |
|
|
2024
Q3 | $1.51M | Sell |
38,046
-959
| -2% | -$38.1K | 0.68% | 33 |
|
|
2024
Q2 | $1.55M | Buy |
39,005
+76
| +0.2% | +$3.02K | 0.77% | 28 |
|
|
2024
Q1 | $1.48M | Sell |
38,929
-3,667
| -9% | -$139K | 0.78% | 28 |
|
|
2023
Q4 | $1.43M | Sell |
42,596
-3,264
| -7% | -$110K | 0.83% | 27 |
|
|
2023
Q3 | $1.26M | Buy |
45,860
+26
| +0.1% | +$712 | 0.77% | 35 |
|
|
2023
Q2 | $1.31M | Buy |
45,834
+2,361
| +5% | +$67.7K | 0.77% | 32 |
|
|
2023
Q1 | $1.24M | Sell |
43,473
-2,096
| -5% | -$59.9K | 0.78% | 30 |
|
|
2022
Q4 | $1.51M | Buy |
45,569
+68
| +0.1% | +$2.25K | 1.02% | 25 |
|
|
2022
Q3 | $1.37M | Buy |
45,501
+1,870
| +4% | +$56.5K | 1.24% | 18 |
|
|
2022
Q2 | $1.36M | Buy |
43,631
+5,737
| +15% | +$179K | 1.32% | 19 |
|
|
2022
Q1 | $1.56M | Buy |
37,894
+2,318
| +7% | +$95.5K | 1.23% | 21 |
|
|
2021
Q4 | $1.58M | Buy |
+35,576
| New | +$1.58M | 1.31% | 23 |
|