A detailed history of Successful Portfolios LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Successful Portfolios LLC holds 8,295 shares of BAC stock, worth $367,800. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,295
Previous 8,295 -0.0%
Holding current value
$367,800
Previous $329,000 -0.0%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Jul 12, 2024

SELL
$34.68 - $40.02 $36,414 - $42,021
-1,050 Reduced 11.24%
8,295 $329,000
Q1 2024

Apr 17, 2024

BUY
$31.73 - $37.92 $1,491 - $1,782
47 Added 0.51%
9,345 $354,000
Q4 2023

Jan 18, 2024

BUY
$25.17 - $33.94 $28,190 - $38,012
1,120 Added 13.7%
9,298 $313,000
Q3 2023

Oct 10, 2023

BUY
$27.17 - $32.65 $163 - $195
6 Added 0.07%
8,178 $223,000
Q2 2023

Jul 20, 2023

SELL
$26.99 - $30.56 $143,721 - $162,732
-5,325 Reduced 39.45%
8,172 $234,000
Q1 2023

Apr 21, 2023

SELL
$26.97 - $36.77 $2,481 - $3,382
-92 Reduced 0.68%
13,497 $386,000
Q4 2022

Jan 27, 2023

BUY
$29.77 - $38.41 $13,694 - $17,668
460 Added 3.5%
13,589 $0
Q3 2022

Oct 12, 2022

BUY
$18.8 - $35.27 $1,880 - $3,527
100 Added 0.77%
13,129 $396,000
Q2 2022

Jul 22, 2022

SELL
$31.13 - $40.9 $6,381 - $8,384
-205 Reduced 1.55%
13,029 $406,000
Q1 2022

Apr 21, 2022

SELL
$38.34 - $49.38 $22,275 - $28,689
-581 Reduced 4.21%
13,234 $546,000
Q4 2021

Jan 26, 2022

SELL
$43.08 - $48.37 $3,015 - $3,385
-70 Reduced 0.5%
13,815 $615,000
Q3 2021

Oct 14, 2021

SELL
$36.93 - $43.26 $12,076 - $14,146
-327 Reduced 2.3%
13,885 $589,000
Q2 2021

Jul 23, 2021

SELL
$38.08 - $43.27 $2,817 - $3,201
-74 Reduced 0.52%
14,212 $586,000
Q1 2021

Apr 20, 2021

SELL
$29.65 - $38.99 $5,722 - $7,525
-193 Reduced 1.33%
14,286 $553,000
Q4 2020

Feb 02, 2021

BUY
$23.47 - $30.31 $26,122 - $33,735
1,113 Added 8.33%
14,479 $439,000
Q3 2020

Oct 13, 2020

BUY
$22.77 - $26.92 $30,511 - $36,072
1,340 Added 11.14%
13,366 $322,000
Q2 2020

Jul 13, 2020

BUY
$19.77 - $28.54 $237,754 - $343,222
12,026 New
12,026 $286,000
Q1 2020

Apr 23, 2020

SELL
$18.08 - $35.64 $122,419 - $241,318
-6,771 Closed
0 $0
Q4 2019

Jan 23, 2020

SELL
$27.63 - $35.52 $21,054 - $27,066
-762 Reduced 10.12%
6,771 $238,000
Q3 2019

Oct 11, 2019

BUY
$26.25 - $30.89 $197,741 - $232,694
7,533 New
7,533 $220,000

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 $356B
  • 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
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.