KMG Fiduciary Partners’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 | $715K | Buy |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $553K | Sell |
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|
2023
Q4 | $629K | Buy |
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|
2023
Q3 | $473K | Sell |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $728K | Buy |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $228K | Buy |
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