KKM Financial’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 | $440K | Hold |
9,295
| – | – | 0.15% | 108 |
|
|
2025
Q1 | $388K | Sell |
9,295
-2,850
| -23% | -$119K | 0.16% | 107 |
|
|
2024
Q4 | $534K | Sell |
12,145
-15,315
| -56% | -$673K | 0.22% | 94 |
|
|
2024
Q3 | $1.09M | Sell |
27,460
-4,000
| -13% | -$159K | 0.54% | 59 |
|
|
2024
Q2 | $1.24M | Hold |
31,460
| – | – | 0.59% | 61 |
|
|
2024
Q1 | $1.19M | Sell |
31,460
-1,285
| -4% | -$48.7K | 0.58% | 59 |
|
|
2023
Q4 | $1.1M | Buy |
+32,745
| New | +$1.1M | 0.69% | 54 |
|