A detailed history of Lji Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Lji Wealth Management, LLC holds 56,135 shares of BAC stock, worth $2.27 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
56,135
Previous 58,949 4.77%
Holding current value
$2.27 Million
Previous $1.98 Billion 7.25%
% of portfolio
0.55%
Previous 0.51%

Shares

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

May 15, 2024

SELL
$31.73 - $37.92 $89,288 - $106,706
-2,814 Reduced 4.77%
56,135 $2.13 Billion
Q4 2023

Feb 13, 2024

SELL
$25.17 - $33.94 $7,853 - $10,589
-312 Reduced 0.53%
58,949 $1.98 Billion
Q3 2023

Feb 02, 2024

BUY
$27.17 - $32.65 $37,874 - $45,514
1,394 Added 2.41%
59,261 $1.62 Billion
Q2 2023

Feb 02, 2024

SELL
$26.99 - $30.56 $75,410 - $85,384
-2,794 Reduced 4.61%
57,867 $1.66 Billion
Q1 2023

Feb 02, 2024

BUY
$26.97 - $36.77 $47,629 - $64,935
1,766 Added 3.0%
60,661 $1.73 Billion
Q4 2022

Jan 02, 2024

BUY
$29.77 - $38.41 $1.75 Million - $2.26 Million
58,895 New
58,895 $1.95 Billion

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 Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.