A detailed history of Summit Financial Strategies, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,497 shares of BAC stock, worth $377,096. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,497
Previous 8,497 -0.0%
Holding current value
$377,096
Previous $337,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 19, 2024

SELL
$34.68 - $40.02 $17,235 - $19,889
-497 Reduced 5.53%
8,497 $337,000
Q1 2024

May 09, 2024

BUY
$31.73 - $37.92 $6,568 - $7,849
207 Added 2.36%
8,994 $341,000
Q4 2023

Feb 13, 2024

SELL
$25.17 - $33.94 $40,725 - $54,914
-1,618 Reduced 15.55%
8,787 $295,000
Q3 2023

Oct 24, 2023

SELL
$27.17 - $32.65 $3,885 - $4,668
-143 Reduced 1.36%
10,405 $284,000
Q2 2023

Jul 21, 2023

BUY
$26.99 - $30.56 $1,808 - $2,047
67 Added 0.64%
10,548 $302,000
Q1 2023

Apr 21, 2023

BUY
$26.97 - $36.77 $296 - $404
11 Added 0.11%
10,481 $299,000
Q4 2022

Jan 20, 2023

SELL
$29.77 - $38.41 $45,964 - $59,305
-1,544 Reduced 12.85%
10,470 $0
Q3 2022

Oct 21, 2022

BUY
$18.8 - $35.27 $2,350 - $4,408
125 Added 1.05%
12,014 $363,000
Q2 2022

Jul 25, 2022

BUY
$31.13 - $40.9 $17,028 - $22,372
547 Added 4.82%
11,889 $370,000
Q1 2022

May 04, 2022

SELL
$38.34 - $49.38 $57,701 - $74,316
-1,505 Reduced 11.71%
11,342 $468,000
Q4 2021

Feb 03, 2022

SELL
$43.08 - $48.37 $21,410 - $24,039
-497 Reduced 3.72%
12,847 $572,000
Q3 2021

Nov 10, 2021

BUY
$36.93 - $43.26 $369 - $432
10 Added 0.07%
13,344 $566,000
Q2 2021

Aug 11, 2021

BUY
$38.08 - $43.27 $21,705 - $24,663
570 Added 4.47%
13,334 $550,000
Q1 2021

May 11, 2021

SELL
$29.65 - $38.99 $6,611 - $8,694
-223 Reduced 1.72%
12,764 $494,000
Q3 2020

Nov 16, 2020

BUY
$22.77 - $26.92 $295,713 - $349,610
12,987 New
12,987 $313,000

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
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