A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 32,022 shares of BAC stock, worth $1.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
32,022
Previous 30,739 4.17%
Holding current value
$1.5 Million
Previous $1.22 Million 3.93%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 11, 2024

BUY
$36.65 - $44.13 $47,021 - $56,618
1,283 Added 4.17%
32,022 $1.27 Million
Q2 2024

Jul 11, 2024

SELL
$34.68 - $40.02 $62,458 - $72,076
-1,801 Reduced 5.53%
30,739 $1.22 Million
Q1 2024

May 02, 2024

SELL
$31.73 - $37.92 $378,094 - $451,854
-11,916 Reduced 26.8%
32,540 $1.23 Million
Q4 2023

Jan 16, 2024

BUY
$25.17 - $33.94 $23,030 - $31,055
915 Added 2.1%
44,456 $1.5 Million
Q3 2023

Oct 13, 2023

BUY
$27.17 - $32.65 $329,490 - $395,946
12,127 Added 38.6%
43,541 $1.19 Million
Q2 2023

Jul 14, 2023

SELL
$26.99 - $30.56 $252,518 - $285,919
-9,356 Reduced 22.95%
31,414 $901,000
Q1 2023

Apr 12, 2023

BUY
$26.97 - $36.77 $180,914 - $246,653
6,708 Added 19.69%
40,770 $1.17 Million
Q4 2022

Jan 19, 2023

BUY
$29.77 - $38.41 $10,479 - $13,520
352 Added 1.04%
34,062 $0
Q3 2022

Oct 12, 2022

SELL
$18.8 - $35.27 $34,140 - $64,050
-1,816 Reduced 5.11%
33,710 $1.02 Million
Q2 2022

Jul 08, 2022

SELL
$31.13 - $40.9 $49,278 - $64,744
-1,583 Reduced 4.27%
35,526 $1.11 Million
Q1 2022

Apr 27, 2022

BUY
$38.34 - $49.38 $116,246 - $149,720
3,032 Added 8.9%
37,109 $1.53 Million
Q4 2021

Jan 26, 2022

BUY
$43.08 - $48.37 $131,307 - $147,431
3,048 Added 9.82%
34,077 $1.52 Million
Q3 2021

Nov 02, 2021

BUY
$36.93 - $43.26 $1.15 Million - $1.34 Million
31,029 New
31,029 $1.32 Million
Q3 2021

Oct 14, 2021

SELL
$36.93 - $43.26 $1.15 Million - $1.34 Million
-31,029 Closed
0 $0
Q1 2021

May 24, 2021

SELL
$29.65 - $38.99 $48,981 - $64,411
-1,652 Reduced 5.05%
31,029 $1.2 Million
Q4 2020

Jan 14, 2021

SELL
$23.47 - $30.31 $46,259 - $59,741
-1,971 Reduced 5.69%
32,681 $991,000
Q3 2020

Oct 13, 2020

BUY
$22.77 - $26.92 $23,521 - $27,808
1,033 Added 3.07%
34,652 $835,000
Q2 2020

Jul 16, 2020

SELL
$19.77 - $28.54 $1.04 Million - $1.51 Million
-52,846 Reduced 61.12%
33,619 $798,000
Q4 2019

Jan 29, 2020

SELL
$27.63 - $35.52 $279,615 - $359,462
-10,120 Reduced 10.48%
86,465 $3.05 Million
Q3 2019

Oct 07, 2019

BUY
$26.25 - $30.89 $531,536 - $625,491
20,249 Added 26.53%
96,585 $2.82 Million
Q2 2019

Jul 17, 2019

SELL
$26.6 - $30.77 $5,320 - $6,154
-200 Reduced 0.26%
76,336 $2.21 Million
Q1 2019

Apr 09, 2019

SELL
$24.56 - $29.82 $290,446 - $352,651
-11,826 Reduced 13.38%
76,536 $2.11 Million
Q4 2018

Jan 22, 2019

SELL
$22.73 - $30.43 $13,524 - $18,105
-595 Reduced 0.67%
88,362 $2.18 Million
Q3 2018

Nov 05, 2018

SELL
$27.78 - $31.8 $9,250 - $10,589
-333 Reduced 0.37%
88,957 $2.62 Million
Q2 2018

Jul 23, 2018

BUY
$28.19 - $31.22 $10,289 - $11,395
365 Added 0.41%
89,290 $2.52 Million
Q1 2018

Apr 26, 2018

BUY
$29.17 - $32.84 $241,848 - $272,276
8,291 Added 10.28%
88,925 $2.67 Million
Q4 2017

Jan 31, 2018

SELL
$25.45 - $29.88 $37,564 - $44,102
-1,476 Reduced 1.8%
80,634 $2.38 Million
Q3 2017

Nov 06, 2017

BUY
$22.89 - $25.45 $1.88 Million - $2.09 Million
82,110
82,110 $2.08 Million

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 $375B
  • 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
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