Sequoia Financial Advisors, LLC Bank Of America Corp Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 612,878 shares of BAC stock, worth $27.9 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
612,878
Previous 536,970 14.14%
Holding current value
$27.9 Million
Previous $21.4 Million 13.91%
% of portfolio
0.27%
Previous 0.26%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$36.65 - $44.13 $2.78 Million - $3.35 Million
75,908 Added 14.14%
612,878 $24.3 Million
Q2 2024

Jul 15, 2024
BUY
$34.68 - $40.02 $2.29 Million - $2.64 Million
65,921 Added 13.99%
536,970 $21.4 Million
Q1 2024

Apr 30, 2024
SELL
$31.73 - $37.92 $1.35 Million - $1.61 Million
-42,401 Reduced 8.26%
471,049 $17.9 Million
Q4 2023

Jan 25, 2024
BUY
$25.17 - $33.94 $9.55 Million - $12.9 Million
379,378 Added 282.97%
513,450 $17.3 Million
Q3 2023

Nov 08, 2023
SELL
$27.17 - $32.65 $135,225 - $162,499
-4,977 Reduced 3.58%
134,072 $3.67 Million
Q2 2023

Aug 08, 2023
BUY
$26.99 - $30.56 $1.57 Million - $1.78 Million
58,336 Added 72.28%
139,049 $3.99 Million
Q1 2023

Apr 24, 2023
BUY
$26.97 - $36.77 $9,736 - $13,273
361 Added 0.45%
80,713 $2.31 Million
Q4 2022

Feb 10, 2023
SELL
$29.77 - $38.41 $27,477 - $35,452
-923 Reduced 1.14%
80,352 $2.66 Million
Q4 2022

Jan 17, 2023
BUY
$29.77 - $38.41 $762,260 - $983,488
25,605 Added 45.99%
81,275 $0
Q3 2022

Oct 26, 2022
SELL
$18.8 - $35.27 $161,059 - $302,158
-8,567 Reduced 13.34%
55,670 $1.68 Million
Q2 2022

Jul 22, 2022
BUY
$31.13 - $40.9 $93,234 - $122,495
2,995 Added 4.89%
64,237 $2 Million
Q1 2022

May 13, 2022
BUY
$38.34 - $49.38 $346,095 - $445,753
9,027 Added 17.29%
61,242 $2.52 Million
Q4 2021

Feb 11, 2022
BUY
$43.08 - $48.37 $1.07 Million - $1.2 Million
24,818 Added 90.59%
52,215 $2.32 Million
Q3 2021

Oct 26, 2021
SELL
$36.93 - $43.26 $861,429 - $1.01 Million
-23,326 Reduced 45.99%
27,397 $1.16 Million
Q2 2021

Jul 27, 2021
BUY
$38.08 - $43.27 $90,059 - $102,333
2,365 Added 4.89%
50,723 $2.09 Million
Q1 2021

May 14, 2021
SELL
$29.65 - $38.99 $24,342 - $32,010
-821 Reduced 1.67%
48,358 $1.87 Million
Q4 2020

Feb 12, 2021
SELL
$23.47 - $30.31 $56,257 - $72,653
-2,397 Reduced 4.65%
49,179 $1.49 Million
Q3 2020

Oct 23, 2020
SELL
$22.77 - $26.92 $14,754 - $17,444
-648 Reduced 1.24%
51,576 $1.24 Million
Q2 2020

Aug 25, 2020
BUY
$19.77 - $28.54 $1.03 Million - $1.49 Million
52,224 New
52,224 $1.24 Million
Q2 2020

Aug 11, 2020
SELL
$19.77 - $28.54 $972,921 - $1.4 Million
-49,212 Closed
0 $1.24 Million
Q1 2020

May 11, 2020
SELL
$18.08 - $35.64 $1.27 Million - $2.5 Million
-70,138 Reduced 58.77%
49,212 $1.05 Million
Q4 2019

Feb 13, 2020
SELL
$27.63 - $35.52 $131,463 - $169,004
-4,758 Reduced 3.83%
119,350 $4.2 Million
Q3 2019

Oct 22, 2019
SELL
$26.25 - $30.89 $101,718 - $119,698
-3,875 Reduced 3.03%
124,108 $3.62 Million
Q2 2019

Jul 31, 2019
BUY
$26.6 - $30.77 $2.19 Million - $2.54 Million
82,492 Added 181.34%
127,983 $3.71 Million
Q1 2019

May 13, 2019
BUY
$24.56 - $29.82 $222,169 - $269,751
9,046 Added 24.82%
45,491 $1.26 Million
Q4 2018

Feb 14, 2019
BUY
$22.73 - $30.43 $1,113 - $1,491
49 Added 0.13%
36,445 $898,000
Q3 2018

Nov 14, 2018
SELL
$27.78 - $31.8 $176,680 - $202,248
-6,360 Reduced 14.88%
36,396 $1.07 Million
Q2 2018

Aug 14, 2018
BUY
$28.19 - $31.22 $21,988 - $24,351
780 Added 1.86%
42,756 $1.21 Million
Q1 2018

May 14, 2018
BUY
$29.17 - $32.84 $19,689 - $22,167
675 Added 1.63%
41,976 $1.26 Million
Q4 2017

Feb 13, 2018
BUY
$25.45 - $29.88 $33,873 - $39,770
1,331 Added 3.33%
41,301 $1.22 Million
Q3 2017

Nov 13, 2017
BUY
$22.89 - $25.45 $164,029 - $182,374
7,166 Added 21.84%
39,970 $1.01 Million
Q2 2017

Aug 09, 2017
BUY
N/A
32,804
32,804 $796,000

Others Institutions Holding BAC

# of Institutions
3,305
Shares Held
5.23B
Call Options Held
85.8M
Put Options Held
100M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $365B
  • 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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