A detailed history of Lodestone Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 71,139 shares of BAC stock, worth $3.34 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
71,139
Previous 71,097 0.06%
Holding current value
$3.34 Million
Previous $2.83 Billion 0.17%
% of portfolio
1.41%
Previous 1.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$36.65 - $44.13 $1,539 - $1,853
42 Added 0.06%
71,139 $2.82 Billion
Q2 2024

Jul 16, 2024

BUY
$34.68 - $40.02 $10,161 - $11,725
293 Added 0.41%
71,097 $2.83 Billion
Q1 2024

Apr 30, 2024

SELL
$31.73 - $37.92 $28,620 - $34,203
-902 Reduced 1.26%
70,804 $2.68 Billion
Q4 2023

Jan 24, 2024

BUY
$25.17 - $33.94 $190,486 - $256,857
7,568 Added 11.8%
71,706 $2.41 Billion
Q3 2023

Oct 20, 2023

SELL
$27.17 - $32.65 $164,650 - $197,859
-6,060 Reduced 8.63%
64,138 $1.76 Billion
Q2 2023

Jul 25, 2023

SELL
$26.99 - $30.56 $108,553 - $122,912
-4,022 Reduced 5.42%
70,198 $2.01 Billion
Q1 2023

May 15, 2023

BUY
$26.97 - $36.77 $418,925 - $571,148
15,533 Added 26.47%
74,220 $1.68 Billion
Q4 2022

Feb 09, 2023

BUY
$29.77 - $38.41 $1.75 Million - $2.25 Million
58,687 New
58,687 $1.94 Billion

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $377B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.