Key Financial Inc’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 | $1M | Sell |
21,187
-532
| -2% | -$25.2K | 0.2% | 96 |
|
|
2025
Q1 | $906K | Sell |
21,719
-1,485
| -6% | -$62K | 0.2% | 93 |
|
|
2024
Q4 | $1.02M | Sell |
23,204
-730
| -3% | -$32.1K | 0.23% | 78 |
|
|
2024
Q3 | $950K | Buy |
23,934
+99
| +0.4% | +$3.93K | 0.21% | 86 |
|
|
2024
Q2 | $948K | Hold |
23,835
| – | – | 0.23% | 76 |
|
|
2024
Q1 | $904K | Hold |
23,835
| – | – | 0.23% | 79 |
|
|
2023
Q4 | $803K | Buy |
23,835
+7,325
| +44% | +$247K | 0.22% | 88 |
|
|
2023
Q3 | $452K | Sell |
16,510
-642
| -4% | -$17.6K | 0.15% | 113 |
|
|
2023
Q2 | $492K | Sell |
17,152
-108
| -0.6% | -$3.1K | 0.16% | 114 |
|
|
2023
Q1 | $494K | Sell |
17,260
-1,691
| -9% | -$48.4K | 0.18% | 104 |
|
|
2022
Q4 | $572K | Hold |
18,951
| – | – | 0.27% | 67 |
|
|
2022
Q3 | $572K | Buy |
18,951
+1,935
| +11% | +$58.4K | 0.27% | 67 |
|
|
2022
Q2 | $537K | Sell |
17,016
-907
| -5% | -$28.6K | 0.29% | 67 |
|
|
2022
Q1 | $739K | Buy |
17,923
+3,480
| +24% | +$143K | 0.37% | 49 |
|
|
2021
Q4 | $643K | Hold |
14,443
| – | – | 0.32% | 59 |
|
|
2021
Q3 | $613K | Hold |
14,443
| – | – | 0.35% | 58 |
|
|
2021
Q2 | $554K | Buy |
14,443
+350
| +2% | +$13.4K | 0.31% | 63 |
|
|
2021
Q1 | $545K | Buy |
14,093
+2,635
| +23% | +$102K | 0.36% | 58 |
|
|
2020
Q4 | $347K | Hold |
11,458
| – | – | 0.26% | 76 |
|
|
2020
Q3 | $276K | Sell |
11,458
-172
| -1% | -$4.14K | 0.28% | 83 |
|
|
2020
Q2 | $272K | Buy |
11,630
+172
| +2% | +$4.02K | 0.31% | 80 |
|
|
2020
Q1 | $253K | Sell |
11,458
-500
| -4% | -$11K | 0.26% | 77 |
|
|
2019
Q4 | $421K | Buy |
+11,958
| New | +$421K | 0.39% | 60 |
|