Coordinated Financial Services, Inc. BANK AMERICA CORP Transaction History

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025
Number of Shares
1,033
Previous 1,035 0.19%
Holding current value
$1.32 Billion
Previous $1.26 Billion 5.33%
% of portfolio
0.85%
Previous 0.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
N/A
-2 Reduced 0.19%
1,033 $1.32 Billion
Q2 2025

Jul 24, 2025
BUY
N/A
62 Added 6.37%
1,035 $1.26 Billion
Q4 2024

Feb 07, 2025
BUY
N/A
973 New
973 $1.19 Billion
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