Kozak & Associates’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 | $409K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $364K | Buy |
|
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|
2024
Q3 | $339K | Sell |
|
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|
2024
Q2 | $336K | Buy |
|
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|
2024
Q1 | $320K | Buy |
|
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $266K | Buy |
|
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|
2023
Q1 | $259K | Sell |
|
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2020
Q4 | $285K | Buy |
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