A detailed history of Sugarloaf Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 32,465 shares of BAC stock, worth $1.29 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
32,465
Previous 32,893 1.3%
Holding current value
$1.29 Million
Previous $1.11 Million 11.2%
% of portfolio
0.28%
Previous 0.28%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$31.73 - $37.92 $13,580 - $16,229
-428 Reduced 1.3%
32,465 $1.23 Million
Q4 2023

Jan 10, 2024

SELL
$25.17 - $33.94 $176 - $237
-7 Reduced 0.02%
32,893 $1.11 Million
Q3 2023

Nov 13, 2023

SELL
$27.17 - $32.65 $25,621 - $30,788
-943 Reduced 2.79%
32,900 $900,000
Q2 2023

Jul 13, 2023

SELL
$26.99 - $30.56 $109,714 - $124,226
-4,065 Reduced 10.72%
33,843 $970,000
Q1 2023

Apr 26, 2023

BUY
$26.97 - $36.77 $8,792 - $11,987
326 Added 0.87%
37,908 $1.08 Million
Q4 2022

Feb 03, 2023

SELL
$29.77 - $38.41 $1.16 Million - $1.5 Million
-39,035 Reduced 50.95%
37,582 $1.24 Million
Q3 2022

Oct 11, 2022

BUY
$18.8 - $35.27 $56,682 - $106,339
3,015 Added 4.1%
76,617 $2.31 Million
Q2 2022

Jul 12, 2022

BUY
$31.13 - $40.9 $45,107 - $59,264
1,449 Added 2.01%
73,602 $2.29 Million
Q1 2022

Apr 25, 2022

SELL
$38.34 - $49.38 $22,122 - $28,492
-577 Reduced 0.79%
72,153 $2.97 Million
Q4 2021

Jan 20, 2022

SELL
$43.08 - $48.37 $8,874 - $9,964
-206 Reduced 0.28%
72,730 $3.24 Million
Q3 2021

Oct 20, 2021

SELL
$36.93 - $43.26 $58,164 - $68,134
-1,575 Reduced 2.11%
72,936 $3.1 Million
Q2 2021

Jul 20, 2021

SELL
$38.08 - $43.27 $28,636 - $32,539
-752 Reduced 1.0%
74,511 $3.07 Million
Q1 2021

Apr 19, 2021

BUY
$29.65 - $38.99 $30,984 - $40,744
1,045 Added 1.41%
75,263 $2.91 Million
Q4 2020

Feb 03, 2021

SELL
$23.47 - $30.31 $57,266 - $73,956
-2,440 Reduced 3.18%
74,218 $2.25 Million
Q3 2020

Nov 03, 2020

SELL
$22.77 - $26.92 $48,773 - $57,662
-2,142 Reduced 2.72%
76,658 $1.85 Million
Q2 2020

Jul 21, 2020

BUY
$19.77 - $28.54 $15,321 - $22,118
775 Added 0.99%
78,800 $1.87 Million
Q1 2020

Apr 15, 2020

SELL
$18.08 - $35.64 $21,822 - $43,017
-1,207 Reduced 1.52%
78,025 $1.66 Million
Q4 2019

Jan 29, 2020

BUY
$27.63 - $35.52 $2.19 Million - $2.81 Million
79,232 New
79,232 $2.79 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 $319B
  • 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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