Keynote Financial 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 | $1.13M | Sell |
23,858
-521
| -2% | -$24.7K | 0.76% | 40 |
|
|
2025
Q1 | $1.02M | Sell |
24,379
-200
| -0.8% | -$8.35K | 0.73% | 41 |
|
|
2024
Q4 | $1.08M | Hold |
24,579
| – | – | 0.83% | 35 |
|
|
2024
Q3 | $975K | Sell |
24,579
-320
| -1% | -$12.7K | 0.75% | 40 |
|
|
2024
Q2 | $990K | Hold |
24,899
| – | – | 0.83% | 37 |
|
|
2024
Q1 | $944K | Buy |
+24,899
| New | +$944K | 0.79% | 39 |
|