A detailed history of Octavia Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 55,248 shares of BAC stock, worth $2.18 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
55,248
Previous 55,322 0.13%
Holding current value
$2.18 Million
Previous $2.1 Million 4.77%
% of portfolio
0.3%
Previous 0.31%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$34.68 - $40.02 $2,566 - $2,961
-74 Reduced 0.13%
55,248 $2.2 Million
Q1 2024

Apr 15, 2024

BUY
$31.73 - $37.92 $53,814 - $64,312
1,696 Added 3.16%
55,322 $2.1 Million
Q4 2023

Jan 30, 2024

BUY
$25.17 - $33.94 $21,419 - $28,882
851 Added 1.61%
53,626 $1.81 Million
Q3 2023

Oct 30, 2023

BUY
$27.17 - $32.65 $153,537 - $184,505
5,651 Added 11.99%
52,775 $1.44 Million
Q2 2023

Jul 18, 2023

BUY
$26.99 - $30.56 $67,771 - $76,736
2,511 Added 5.63%
47,124 $1.35 Million
Q1 2023

Apr 20, 2023

BUY
$26.97 - $36.77 $118,560 - $161,640
4,396 Added 10.93%
44,613 $1.28 Million
Q4 2022

Jan 19, 2023

BUY
$29.77 - $38.41 $5,090 - $6,568
171 Added 0.43%
40,217 $0
Q3 2022

Oct 17, 2022

BUY
$18.8 - $35.27 $15,322 - $28,745
815 Added 2.08%
40,046 $1.21 Million
Q2 2022

Jul 18, 2022

BUY
$31.13 - $40.9 $29,386 - $38,609
944 Added 2.47%
39,231 $1.22 Million
Q1 2022

Apr 20, 2022

SELL
$38.34 - $49.38 $37,036 - $47,701
-966 Reduced 2.46%
38,287 $1.58 Million
Q4 2021

Jan 28, 2022

BUY
$43.08 - $48.37 $34,464 - $38,696
800 Added 2.08%
39,253 $1.75 Million
Q3 2021

Nov 12, 2021

BUY
$36.93 - $43.26 $32,092 - $37,592
869 Added 2.31%
38,453 $1.63 Million
Q2 2021

Jul 26, 2021

SELL
$38.08 - $43.27 $40,936 - $46,515
-1,075 Reduced 2.78%
37,584 $1.55 Million
Q1 2021

May 10, 2021

BUY
$29.65 - $38.99 $15,180 - $19,962
512 Added 1.34%
38,659 $1.5 Million
Q4 2020

Feb 12, 2021

BUY
$23.47 - $30.31 $895,310 - $1.16 Million
38,147 New
38,147 $1.16 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 $316B
  • 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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