SWK

Stephen W. Kidder’s Bank of America BAC Stock Holding History

Stephen W. Kidder’s Portfolio BAC Stock Details BAC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.43M	Sell	30,315 -75	-0.2%	-$3.55K	0.43%	38
2025 Q1	$1.27M	Hold	30,390	–	–	0.4%	37
2024 Q4	$1.34M	Sell	30,390 -25	-0.1%	-$1.1K	0.4%	36
2024 Q3	$1.21M	Sell	30,415 -25	-0.1%	-$992	0.36%	36
2024 Q2	$1.21M	Sell	30,440 -125	-0.4%	-$4.97K	0.38%	36
2024 Q1	$1.16M	Hold	30,565	–	–	0.37%	42
2023 Q4	$1.03M	Sell	30,565 -50	-0.2%	-$1.68K	0.33%	41
2023 Q3	$838K	Sell	30,615 -60	-0.2%	-$1.64K	0.29%	45
2023 Q2	$880K	Sell	30,675 -90	-0.3%	-$2.58K	0.29%	46
2023 Q1	$880K	Hold	30,765	–	–	0.31%	47
2022 Q4	$1.02M	Sell	30,765 -100	-0.3%	-$3.31K	0.37%	41
2022 Q3	$932K	Sell	30,865 -100	-0.3%	-$3.02K	0.38%	40
2022 Q2	$964K	Sell	30,965 -200	-0.6%	-$6.23K	0.37%	42
2022 Q1	$1.28M	Buy	31,165 +1,100	+4%	+$45.3K	0.41%	43
2021 Q4	$1.34M	Hold	30,065	–	–	0.41%	42
2021 Q3	$1.28M	Hold	30,065	–	–	0.4%	42
2021 Q2	$1.24M	Hold	30,065	–	–	0.38%	43
2021 Q1	$1.16M	Hold	30,065	–	–	0.38%	42
2020 Q4	$911K	Hold	30,065	–	–	0.3%	43
2020 Q3	$724K	Hold	30,065	–	–	0.26%	46
2020 Q2	$714K	Hold	30,065	–	–	0.27%	48
2020 Q1	$638K	Hold	30,065	–	–	0.29%	46
2019 Q4	$1.06M	Hold	30,065	–	–	0.39%	45
2019 Q3	$877K	Hold	30,065	–	–	0.35%	46
2019 Q2	$872K	Hold	30,065	–	–	0.35%	46
2019 Q1	$829K	Hold	30,065	–	–	0.34%	45
2018 Q4	$741K	Hold	30,065	–	–	0.33%	47
2018 Q3	$886K	Hold	30,065	–	–	0.32%	52
2018 Q2	$848K	Hold	30,065	–	–	0.33%	51
2018 Q1	$902K	Hold	30,065	–	–	0.34%	52
2017 Q4	$888K	Hold	30,065	–	–	0.32%	53
2017 Q3	$762K	Hold	30,065	–	–	0.28%	56
2017 Q2	$729K	Hold	30,065	–	–	0.28%	59
2017 Q1	$709K	Buy	30,065 +5,065	+20%	+$119K	0.27%	60
2016 Q4	$552K	Buy	25,000 +7,500	+43%	+$166K	0.22%	64
2016 Q3	$274K	Hold	17,500	–	–	0.11%	87
2016 Q2	$232K	Hold	17,500	–	–	0.09%	96
2016 Q1	$237K	Buy	+17,500	New	+$237K	0.1%	93