Koss-Olinger Consulting’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 | $665K | Sell |
14,058
-285
| -2% | -$13.5K | 0.05% | 162 |
|
|
2025
Q1 | $599K | Buy |
14,343
+980
| +7% | +$40.9K | 0.05% | 167 |
|
|
2024
Q4 | $587K | Buy |
13,363
+5,637
| +73% | +$248K | 0.05% | 115 |
|
|
2024
Q3 | $307K | Buy |
7,726
+1,835
| +31% | +$72.9K | 0.03% | 221 |
|
|
2024
Q2 | $234K | Buy |
+5,891
| New | +$234K | 0.02% | 232 |
|