Bank Of America Corp Victory Portf Ii Shs Us Disc E Transaction History

Bank Of America Corp

$1.33 Trillion
Q2 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$50.27 - $57.35 $45,293 - $51,672	901 Added 1.9%	48,444 $2.5 Million
Q4 2024 Feb 14, 2025	BUY	$53.35 - $60.1 $70,955 - $79,933	1,330 Added 2.88%	47,543 $2.61 Million
Q3 2024 Nov 14, 2024	BUY	$49.28 - $55.14 $123,692 - $138,401	2,510 Added 5.74%	46,213 $2.52 Million
Q2 2024 Aug 14, 2024	SELL	$47.75 - $51.65 $61,024 - $66,008	-1,278 Reduced 2.84%	43,703 $2.19 Million
Q1 2024 May 15, 2024	SELL	$46.87 - $51.25 $34,308 - $37,515	-732 Reduced 1.6%	44,981 $2.31 Million
Q4 2023 Feb 14, 2024	BUY	$46.97 - $49.35 $149,411 - $156,982	3,181 Added 7.48%	45,713 $2.25 Million
Q2 2023 Aug 14, 2023	BUY	$50.94 - $52.15 $142,275 - $145,654	2,793 Added 7.03%	42,532 $2.21 Million
Q1 2023 May 12, 2023	SELL	$49.72 - $57.33 $411,880 - $474,921	-8,284 Reduced 17.25%	39,739 $2.06 Million
Q4 2022 Feb 10, 2023	BUY	$53.89 - $58.71 $187,375 - $204,134	3,477 Added 7.81%	48,023 $2.63 Million
Q3 2022 Nov 14, 2022	BUY	$54.28 - $56.93 $137,925 - $144,659	2,541 Added 6.05%	44,546 $2.42 Million
Q2 2022 Aug 12, 2022	SELL	$54.59 - $60.14 $53,116 - $58,516	-973 Reduced 2.26%	42,005 $0
Q1 2022 May 16, 2022	BUY	$57.25 - $65.52 $454,679 - $520,359	7,942 Added 22.67%	42,978 $2.58 Million
Q4 2021 Feb 08, 2022	BUY	$60.23 - $66.38 $111,485 - $122,869	1,851 Added 5.58%	35,036 $2.25 Million
Q3 2021 Nov 15, 2021	BUY	$57.06 - $61.92 $213,404 - $231,580	3,740 Added 12.7%	33,185 $2.01 Million
Q2 2021 Sep 13, 2021	BUY	$58.58 - $62.59 $1.72 Million - $1.84 Million	29,445 New	29,445 $1.78 Million

Others Institutions Holding CSF

# of Institutions

4

Shares Held

117K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

99.1K
Shares

$5.06 Million
0.01% of portfolio
Lumature Wealth Partners, LLC Alpharetta, GA

17K
Shares

$867,050
0.53% of portfolio
Sunbelt Securities, Inc. Houston, TX

893
Shares

$45,569
0.0% of portfolio
Goodman Advisory Group, LLC

310
Shares

$15,819
0.0% of portfolio

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