Keystone Financial Services (Colorado)’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
2025
Q3
$649K Buy
2025
Q2
$560K Buy
2025
Q1
$479K Buy
2024
Q4
$498K Buy
2024
Q3
$435K Buy
2024
Q2
$406K Buy
2024
Q1
$358K Buy
2023
Q4
$318K Sell
2023
Q3
$265K Sell
2023
Q2
$291K Buy
2023
Q1
$290K Buy