A detailed history of Schechter Investment Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 62,154 shares of BAC stock, worth $2.78 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
62,154
Previous 61,428 1.18%
Holding current value
$2.78 Million
Previous $2.33 Million 6.1%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Aug 12, 2024

BUY
$34.68 - $40.02 $25,177 - $29,054
726 Added 1.18%
62,154 $2.47 Million
Q1 2024

May 06, 2024

BUY
$31.73 - $37.92 $54,765 - $65,449
1,726 Added 2.89%
61,428 $2.33 Million
Q4 2023

Jan 17, 2024

BUY
$25.17 - $33.94 $109,590 - $147,774
4,354 Added 7.87%
59,702 $2.01 Million
Q3 2023

Nov 06, 2023

BUY
$27.17 - $32.65 $113,760 - $136,705
4,187 Added 8.18%
55,348 $1.52 Million
Q2 2023

Jul 26, 2023

SELL
$26.99 - $30.56 $161,508 - $182,871
-5,984 Reduced 10.47%
51,161 $1.47 Million
Q1 2023

Apr 28, 2023

SELL
$26.97 - $36.77 $523,568 - $713,816
-19,413 Reduced 25.36%
57,145 $1.63 Million
Q4 2022

Feb 13, 2023

BUY
$29.77 - $38.41 $182,400 - $235,338
6,127 Added 8.7%
76,558 $2.54 Million
Q3 2022

Nov 04, 2022

BUY
$18.8 - $35.27 $153,314 - $287,626
8,155 Added 13.09%
70,431 $2.13 Million
Q2 2022

Nov 03, 2022

BUY
$31.13 - $40.9 $1.94 Million - $2.55 Million
62,276 New
62,276 $1.94 Million
Q1 2022

Nov 18, 2022

BUY
$38.34 - $49.38 $117,090 - $150,806
3,054 Added 4.34%
73,485 $3.03 Million
Q4 2021

Dec 27, 2022

BUY
$43.08 - $48.37 $666,016 - $747,800
15,460 Added 21.95%
85,891 $3.82 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 $359B
  • 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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