A detailed history of Center For Financial Planning, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 5,251 shares of BAC stock, worth $233,039. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,251
Previous 4,921 6.71%
Holding current value
$233,039
Previous $195,000 6.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$36.65 - $44.13 $12,094 - $14,562
330 Added 6.71%
5,251 $208,000
Q1 2024

Apr 25, 2024

BUY
$31.73 - $37.92 $15,040 - $17,974
474 Added 10.66%
4,921 $186,000
Q3 2023

Oct 24, 2023

BUY
$27.17 - $32.65 $30,158 - $36,241
1,110 Added 33.26%
4,447 $121,000
Q1 2023

May 02, 2023

BUY
$26.97 - $36.77 $37,137 - $50,632
1,377 Added 70.26%
3,337 $95,000
Q2 2022

Aug 12, 2022

SELL
$31.13 - $40.9 $311 - $409
-10 Reduced 0.51%
1,960 $61,000
Q1 2022

May 03, 2022

BUY
$38.34 - $49.38 $11,502 - $14,814
300 Added 17.96%
1,970 $81,000
Q4 2021

Feb 08, 2022

BUY
$43.08 - $48.37 $1,292 - $1,451
30 Added 1.83%
1,670 $74,000
Q2 2021

Jul 29, 2021

BUY
$38.08 - $43.27 $19,040 - $21,635
500 Added 43.86%
1,640 $68,000
Q4 2020

Feb 09, 2021

SELL
$23.47 - $30.31 $11,265 - $14,548
-480 Reduced 29.63%
1,140 $35,000
Q3 2020

Nov 12, 2020

BUY
$22.77 - $26.92 $10,929 - $12,921
480 Added 42.11%
1,620 $39,000
Q2 2020

Aug 06, 2020

SELL
$19.77 - $28.54 $4,369 - $6,307
-221 Reduced 16.24%
1,140 $27,000
Q1 2020

May 11, 2020

BUY
$18.08 - $35.64 $13,559 - $26,730
750 Added 122.75%
1,361 $29,000
Q4 2019

Feb 14, 2020

BUY
$27.63 - $35.52 $16,881 - $21,702
611 New
611 $22,000

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 $356B
  • 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 Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.