A detailed history of Holistic Financial Partners transactions in Bank Of America Corp stock. As of the latest transaction made, Holistic Financial Partners holds 7,713 shares of BAC stock, worth $397,065. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,713
Previous 8,927 13.6%
Holding current value
$397,065
Previous $422,000 5.92%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Nov 07, 2025

SELL
$44.92 - $52.42 $54,532 - $63,637
-1,214 Reduced 13.6%
7,713 $397,000
Q2 2025

Aug 05, 2025

BUY
$34.39 - $47.46 $306,999 - $423,675
8,927 New
8,927 $422,000
Q3 2021

Nov 12, 2021

SELL
$36.93 - $43.26 $218,440 - $255,882
-5,915 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$38.08 - $43.27 $2,513 - $2,855
-66 Reduced 1.1%
5,915 $244,000
Q1 2021

May 11, 2021

BUY
$29.65 - $38.99 $177,336 - $233,199
5,981 New
5,981 $231,000
Q2 2018

Aug 14, 2018

SELL
$28.19 - $31.22 $119,638 - $132,497
-4,244 Closed
0 $0
Q1 2018

May 14, 2018

SELL
$29.17 - $32.84 $14,089 - $15,861
-483 Reduced 10.22%
4,244 $127,000
Q4 2017

Feb 09, 2018

BUY
$25.45 - $29.88 $120,302 - $141,242
4,727
4,727 $140,000

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 $413B
  • 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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