A detailed history of Lakeshore Financial Planning, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 14,630 shares of BAC stock, worth $591,198. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,630
Previous 12,595 16.16%
Holding current value
$591,198
Previous $345 Million 60.88%
% of portfolio
0.28%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$31.73 - $37.92 $64,570 - $77,167
2,035 Added 16.16%
14,630 $555 Million
Q3 2023

Nov 14, 2023

BUY
$27.17 - $32.65 $342,206 - $411,226
12,595 New
12,595 $345 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 $324B
  • 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 Lakeshore Financial Planning, Inc. Portfolio

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

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.