Keystone Financial Planning’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 | $278K | Hold |
5,881
| – | – | 0.08% | 44 |
|
|
2025
Q1 | $245K | Hold |
5,881
| – | – | 0.07% | 45 |
|
|
2024
Q4 | $258K | Hold |
5,881
| – | – | 0.08% | 45 |
|
|
2024
Q3 | $233K | Hold |
5,881
| – | – | 0.07% | 47 |
|
|
2024
Q2 | $234K | Hold |
5,881
| – | – | 0.08% | 48 |
|
|
2024
Q1 | $223K | Buy |
+5,881
| New | +$223K | 0.07% | 49 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$31K | – | 54 |
|
|
2013
Q4 | $31K | Buy |
+2,000
| New | +$31K | 0.02% | 67 |
|