A detailed history of Legacy Financial Advisors, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 37,520 shares of BAC stock, worth $1.67 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
37,520
Previous 36,745 2.11%
Holding current value
$1.67 Million
Previous $1.46 Million 1.92%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Nov 13, 2024

BUY
$36.65 - $44.13 $28,403 - $34,200
775 Added 2.11%
37,520 $1.49 Million
Q2 2024

Aug 13, 2024

SELL
$34.68 - $40.02 $185,433 - $213,986
-5,347 Reduced 12.7%
36,745 $1.46 Million
Q1 2024

May 14, 2024

BUY
$31.73 - $37.92 $73,708 - $88,088
2,323 Added 5.84%
42,092 $1.6 Million
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $63,378 - $85,460
2,518 Added 6.76%
39,769 $1.34 Million
Q3 2023

Nov 13, 2023

BUY
$27.17 - $32.65 $222,114 - $266,913
8,175 Added 28.12%
37,251 $1.02 Million
Q2 2023

Aug 08, 2023

BUY
$26.99 - $30.56 $162,668 - $184,185
6,027 Added 26.15%
29,076 $834,000
Q1 2023

May 03, 2023

BUY
$26.97 - $36.77 $45,066 - $61,442
1,671 Added 7.82%
23,049 $659,000
Q4 2022

Feb 06, 2023

SELL
$29.77 - $38.41 $13,872 - $17,899
-466 Reduced 2.13%
21,378 $708,000
Q3 2022

Nov 09, 2022

BUY
$18.8 - $35.27 $18,254 - $34,247
971 Added 4.65%
21,844 $660,000
Q2 2022

Aug 08, 2022

SELL
$31.13 - $40.9 $77,389 - $101,677
-2,486 Reduced 10.64%
20,873 $650,000
Q1 2022

May 04, 2022

BUY
$38.34 - $49.38 $6,211 - $7,999
162 Added 0.7%
23,359 $963,000
Q4 2021

Feb 04, 2022

BUY
$43.08 - $48.37 $14,517 - $16,300
337 Added 1.47%
23,197 $1.03 Million
Q3 2021

Oct 26, 2021

BUY
$36.93 - $43.26 $259,544 - $304,031
7,028 Added 44.39%
22,860 $970,000
Q2 2021

Jul 21, 2021

BUY
$38.08 - $43.27 $55,025 - $62,525
1,445 Added 10.04%
15,832 $653,000
Q1 2021

Apr 28, 2021

BUY
$29.65 - $38.99 $86,518 - $113,772
2,918 Added 25.44%
14,387 $557,000
Q4 2020

Feb 02, 2021

SELL
$23.47 - $30.31 $39,382 - $50,860
-1,678 Reduced 12.76%
11,469 $347,000
Q3 2020

Nov 09, 2020

SELL
$22.77 - $26.92 $3,461 - $4,091
-152 Reduced 1.14%
13,147 $317,000
Q2 2020

Aug 07, 2020

BUY
$19.77 - $28.54 $14,867 - $21,462
752 Added 5.99%
13,299 $316,000
Q1 2020

May 12, 2020

BUY
$18.08 - $35.64 $6,779 - $13,365
375 Added 3.08%
12,547 $302,000
Q4 2019

Jan 27, 2020

BUY
$27.63 - $35.52 $1,049 - $1,349
38 Added 0.31%
12,172 $429,000
Q3 2019

Nov 07, 2019

SELL
$26.25 - $30.89 $22,942 - $26,997
-874 Reduced 6.72%
12,134 $354,000
Q2 2019

Aug 07, 2019

BUY
$26.6 - $30.77 $15,561 - $18,000
585 Added 4.71%
13,008 $377,000
Q1 2019

May 14, 2019

BUY
$24.56 - $29.82 $75,914 - $92,173
3,091 Added 33.12%
12,423 $343,000
Q4 2018

Jan 16, 2019

BUY
$22.73 - $30.43 $11,319 - $15,154
498 Added 5.64%
9,332 $230,000
Q3 2018

Oct 30, 2018

SELL
$27.78 - $31.8 $4,361 - $4,992
-157 Reduced 1.75%
8,834 $260,000
Q2 2018

Jul 17, 2018

BUY
$28.19 - $31.22 $33,517 - $37,120
1,189 Added 15.24%
8,991 $257,000
Q1 2018

Apr 12, 2018

SELL
$29.17 - $32.84 $18,260 - $20,557
-626 Reduced 7.43%
7,802 $237,000
Q4 2017

Feb 09, 2018

BUY
$25.45 - $29.88 $214,492 - $251,828
8,428
8,428 $248,000

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 Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, 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 Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.