Keystone Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Hold |
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|
2025
Q4 | $323K | Hold |
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|
2025
Q3 | $303K | Hold |
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|
2025
Q2 | $278K | Hold |
|
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $223K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $31K | Buy |
|