A detailed history of Pensionmark Financial Group, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 151,002 shares of BAC stock, worth $7.21 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
151,002
Previous 137,308 9.97%
Holding current value
$7.21 Million
Previous $6.03 Million 4.42%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$39.61 - $47.74 $542,419 - $653,751
13,694 Added 9.97%
151,002 $6.3 Million
Q4 2024

Feb 12, 2025

BUY
$39.22 - $47.77 $798,401 - $972,453
20,357 Added 17.41%
137,308 $6.03 Million
Q3 2024

Nov 25, 2024

SELL
$36.65 - $44.13 $6.07 Million - $7.3 Million
-165,512 Reduced 58.6%
116,951 $4.64 Million
Q3 2024

Nov 14, 2024

BUY
$36.65 - $44.13 $8.06 Million - $9.7 Million
219,814 Added 350.87%
282,463 $11.2 Million
Q2 2024

Aug 14, 2024

BUY
$34.68 - $40.02 $1.94 Million - $2.24 Million
55,895 Added 827.58%
62,649 $2.49 Million
Q1 2024

May 15, 2024

SELL
$31.73 - $37.92 $111,055 - $132,720
-3,500 Reduced 34.13%
6,754 $256,000
Q4 2023

Feb 14, 2024

BUY
$25.17 - $33.94 $258,093 - $348,020
10,254 New
10,254 $345,000
Q4 2021

Feb 11, 2022

SELL
$43.08 - $48.37 $247,968 - $278,417
-5,756 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$36.93 - $43.26 $22,084 - $25,869
-598 Reduced 9.41%
5,756 $244,000
Q2 2021

Aug 12, 2021

SELL
$38.08 - $43.27 $1,675 - $1,903
-44 Reduced 0.69%
6,354 $262,000
Q1 2021

May 17, 2021

SELL
$29.65 - $38.99 $18,442 - $24,251
-622 Reduced 8.86%
6,398 $268,000
Q4 2020

Feb 16, 2021

BUY
$23.47 - $30.31 $164,759 - $212,776
7,020 New
7,020 $234,000

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 $383B
  • 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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