KPP Advisory Services’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
$2.05M Buy
43,250
+71
+0.2% +$3.36K 0.34% 66
2025
Q1
$1.8M Buy
43,179
+13,300
+45% +$555K 0.34% 71
2024
Q4
$1.31M Buy
29,879
+450
+2% +$19.8K 0.31% 77
2024
Q3
$1.17M Sell
29,429
-688
-2% -$27.3K 0.28% 78
2024
Q2
$1.2M Buy
30,117
+2,672
+10% +$106K 0.32% 69
2024
Q1
$1.04M Buy
27,445
+2,598
+10% +$98.5K 0.29% 76
2023
Q4
$837K Sell
24,847
-2,445
-9% -$82.3K 0.74% 33
2023
Q3
$747K Buy
+27,292
New +$747K 0.25% 78