Sky Oak Wealth, LLC Bank Of America Corp Transaction History

Sky Oak Wealth, LLC

$427 Million
Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 40,579 shares of BAC stock, worth $1.61 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

40,579

Previous 41,096 1.26%

Holding current value

$1.61 Million

Previous $1.56 Million 3.53%

% of portfolio

0.38%

Previous 0.37%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$34.68 - $40.02 $17,929 - $20,690	-517 Reduced 1.26%	40,579 $1.61 Million
Q1 2024 Apr 29, 2024	SELL	$31.73 - $37.92 $41,217 - $49,258	-1,299 Reduced 3.06%	41,096 $1.56 Million
Q4 2023 Jan 12, 2024	SELL	$25.17 - $33.94 $54,367 - $73,310	-2,160 Reduced 4.85%	42,395 $1.43 Million
Q3 2023 Oct 24, 2023	BUY	$27.17 - $32.65 $77,380 - $92,987	2,848 Added 6.83%	44,555 $1.22 Million
Q2 2023 Jul 20, 2023	SELL	$26.99 - $30.56 $140,401 - $158,973	-5,202 Reduced 11.09%	41,707 $1.2 Million
Q1 2023 May 02, 2023	SELL	$26.97 - $36.77 $374,208 - $510,183	-13,875 Reduced 22.83%	46,909 $1.34 Million
Q4 2022 Jan 26, 2023	BUY	$29.77 - $38.41 $9,913 - $12,790	333 Added 0.55%	60,784 $0
Q3 2022 Oct 25, 2022	SELL	$18.8 - $35.27 $4,042 - $7,583	-215 Reduced 0.35%	60,451 $1.83 Million
Q2 2022 Jul 26, 2022	BUY	$31.13 - $40.9 $55,286 - $72,638	1,776 Added 3.02%	60,666 $1.89 Million
Q1 2022 Apr 18, 2022	SELL	$38.34 - $49.38 $111,339 - $143,399	-2,904 Reduced 4.7%	58,890 $2.43 Million
Q4 2021 Jan 24, 2022	SELL	$43.08 - $48.37 $8,659 - $9,722	-201 Reduced 0.32%	61,794 $2.75 Million
Q3 2021 Oct 21, 2021	SELL	$36.93 - $43.26 $3,139 - $3,677	-85 Reduced 0.14%	61,995 $2.63 Million
Q2 2021 Jul 19, 2021	SELL	$38.08 - $43.27 $69,876 - $79,400	-1,835 Reduced 2.87%	62,080 $2.56 Million
Q1 2021 Apr 29, 2021	SELL	$29.65 - $38.99 $65,289 - $85,855	-2,202 Reduced 3.33%	63,915 $2.56 Million
Q4 2020 Feb 02, 2021	BUY	$23.47 - $30.31 $28,516 - $36,826	1,215 Added 1.87%	66,117 $2 Million
Q3 2020 Nov 03, 2020	SELL	$22.77 - $26.92 $170,547 - $201,630	-7,490 Reduced 10.35%	64,902 $1.56 Million
Q2 2020 Aug 10, 2020	BUY	$19.77 - $28.54 $1.1 Million - $1.59 Million	55,843 Added 337.44%	72,392 $1.72 Million
Q1 2020 May 04, 2020	BUY	$18.08 - $35.64 $14,590 - $28,761	807 Added 5.13%	16,549 $351,000
Q4 2019 Feb 04, 2020	BUY	$27.63 - $35.52 $434,951 - $559,155	15,742 New	15,742 $554,000

Others Institutions Holding BAC

# of Institutions

3,236

Shares Held

5.46B

Call Options Held

80.7M

Put Options Held

95.3M

View Full List

About Bank of America Corp

Ticker BAC
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 8,024,450,048
Market Cap $318B
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...

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Sky Oak Wealth, LLC Bank Of America Corp Transaction History