A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 862 shares of BAC stock, worth $35,281. This represents 0.02% of its overall portfolio holdings.

Number of Shares
862
Previous 1,062 18.83%
Holding current value
$35,281
Previous $35,000 8.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 10, 2024

SELL
$31.73 - $37.92 $6,346 - $7,584
-200 Reduced 18.83%
862 $32,000
Q4 2023

Feb 09, 2024

BUY
$25.17 - $33.94 $21,696 - $29,256
862 Added 431.0%
1,062 $35,000
Q3 2023

Nov 09, 2023

SELL
$27.17 - $32.65 $93,573 - $112,446
-3,444 Reduced 94.51%
200 $5,000
Q2 2023

Aug 10, 2023

BUY
$26.99 - $30.56 $71,361 - $80,800
2,644 Added 264.4%
3,644 $104,000
Q1 2023

May 11, 2023

SELL
$26.97 - $36.77 $8,091 - $11,031
-300 Reduced 23.08%
1,000 $28,000
Q3 2022

Nov 08, 2022

SELL
$18.8 - $35.27 $3,102 - $5,819
-165 Reduced 11.26%
1,300 $39,000
Q1 2022

May 12, 2022

BUY
$38.34 - $49.38 $19,170 - $24,690
500 Added 51.81%
1,465 $60,000
Q4 2021

Feb 11, 2022

BUY
$43.08 - $48.37 $7,108 - $7,981
165 Added 20.63%
965 $43,000
Q2 2021

Aug 12, 2021

SELL
$38.08 - $43.27 $818,110 - $929,612
-21,484 Reduced 96.41%
800 $33,000
Q1 2021

May 11, 2021

BUY
$29.65 - $38.99 $660,602 - $868,697
22,280 Added 557000.0%
22,284 $862,000
Q4 2020

Feb 11, 2021

BUY
$23.47 - $30.31 $93 - $121
4 New
4 $0
Q3 2020

Nov 12, 2020

SELL
$22.77 - $26.92 $4,554 - $5,384
-200 Closed
0 $0
Q2 2020

Aug 10, 2020

SELL
$19.77 - $28.54 $81,254 - $117,299
-4,110 Reduced 95.36%
200 $5,000
Q1 2020

May 07, 2020

BUY
$18.08 - $35.64 $3,615 - $7,128
200 Added 4.87%
4,310 $92,000
Q2 2019

Aug 12, 2019

SELL
$26.6 - $30.77 $852,742 - $986,424
-32,058 Reduced 88.64%
4,110 $119,000
Q1 2019

May 10, 2019

SELL
$24.56 - $29.82 $285,215 - $346,299
-11,613 Reduced 24.3%
36,168 $998,000
Q4 2018

Feb 11, 2019

SELL
$22.73 - $30.43 $719,449 - $963,170
-31,652 Reduced 39.85%
47,781 $1.18 Million
Q3 2018

Nov 13, 2018

BUY
$27.78 - $31.8 $115,675 - $132,415
4,164 Added 5.53%
79,433 $2.34 Million
Q2 2018

Aug 09, 2018

BUY
$28.19 - $31.22 $1.13 Million - $1.25 Million
40,054 Added 113.74%
75,269 $2.12 Million
Q4 2017

Feb 09, 2018

BUY
$25.45 - $29.88 $43,901 - $51,543
1,725 Added 5.15%
35,215 $1.04 Million
Q3 2017

Nov 09, 2017

BUY
$22.89 - $25.45 $766,586 - $852,320
33,490
33,490 $849,000

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 $328B
  • 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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