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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $685K | Sell |
|
|||||
|
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 |
|