A detailed history of Summit Financial Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 18,185 shares of BAC stock, worth $810,141. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,185
Previous 18,185 -0.0%
Holding current value
$810,141
Previous $723,000 0.28%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Aug 12, 2024

BUY
$34.68 - $40.02 $104,040 - $120,060
3,000 Added 19.76%
18,185 $723,000
Q1 2024

May 02, 2024

BUY
$31.73 - $37.92 $27,287 - $32,611
860 Added 6.0%
15,185 $575,000
Q2 2023

Jul 12, 2023

SELL
$26.99 - $30.56 $2,132 - $2,414
-79 Reduced 0.55%
14,325 $410,000
Q1 2023

Apr 10, 2023

BUY
$26.97 - $36.77 $3,775 - $5,147
140 Added 0.98%
14,404 $411,000
Q1 2022

May 06, 2022

BUY
$38.34 - $49.38 $3,795 - $4,888
99 Added 0.7%
14,264 $588,000
Q4 2021

Jan 12, 2022

SELL
$43.08 - $48.37 $21,540 - $24,185
-500 Reduced 3.41%
14,165 $680,000
Q3 2021

Nov 05, 2021

BUY
$36.93 - $43.26 $55,395 - $64,890
1,500 Added 11.39%
14,665 $623,000
Q1 2021

Apr 23, 2021

SELL
$29.65 - $38.99 $57,817 - $76,030
-1,950 Reduced 12.9%
13,165 $399,000
Q4 2020

Jan 11, 2021

SELL
$23.47 - $30.31 $158,187 - $204,289
-6,740 Reduced 30.84%
15,115 $364,000
Q3 2020

Nov 09, 2020

BUY
$22.77 - $26.92 $3,415 - $4,038
150 Added 0.69%
21,855 $526,000
Q2 2020

Jul 16, 2020

SELL
$19.77 - $28.54 $58,202 - $84,021
-2,944 Reduced 11.94%
21,705 $501,000
Q1 2020

Apr 29, 2020

BUY
$18.08 - $35.64 $24,462 - $48,220
1,353 Added 5.81%
24,649 $527,000
Q4 2019

Jan 28, 2020

SELL
$27.63 - $35.52 $20,225 - $26,000
-732 Reduced 3.05%
23,296 $765,000
Q2 2019

Jul 16, 2019

SELL
$26.6 - $30.77 $1,622 - $1,876
-61 Reduced 0.25%
24,028 $697,000
Q1 2019

May 01, 2019

SELL
$24.56 - $29.82 $14,613 - $17,742
-595 Reduced 2.41%
24,089 $695,000
Q4 2018

Feb 01, 2019

BUY
$22.73 - $30.43 $190,909 - $255,581
8,399 Added 51.58%
24,684 $608,000
Q3 2018

Oct 22, 2018

SELL
$27.78 - $31.8 $87,368 - $100,011
-3,145 Reduced 16.19%
16,285 $454,000
Q1 2018

Apr 09, 2018

BUY
$29.17 - $32.84 $566,773 - $638,081
19,430 New
19,430 $583,000
Q1 2018

Apr 06, 2018

SELL
$29.17 - $32.84 $556,271 - $626,258
-19,070 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
$25.45 - $29.88 $18,527 - $21,752
728 Added 3.97%
19,070 $563,000
Q3 2017

Nov 06, 2017

SELL
$22.89 - $25.45 $13,001 - $14,455
-568 Reduced 3.0%
18,342 $465,000
Q2 2017

Aug 14, 2017

BUY
N/A
18,910
18,910 $459,000

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 $357B
  • 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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