Kingswood Wealth Advisors’s Bank of America BAC Stock Holding History

Kingswood Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.72M	Buy
2025 Q2	$3.73M	Sell
2025 Q1	$3.33M	Sell
2024 Q4	$3.73M	Sell
2024 Q3	$4.36M	Sell
2024 Q2	$4.52M	Buy
2024 Q1	$3.01M	Buy
2023 Q4	$2.27M	Buy
2023 Q3	$2.12M	Sell
2023 Q2	$1.37M	Buy