Summit Financial Wealth Advisors, LLC Bank Of America Corp Transaction History

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

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 15,642 shares of BAC stock, worth $779,597. This represents 0.13% of its overall portfolio holdings.

Number of Shares

15,642

Previous 14,465 8.14%

Holding current value

$779,597

Previous $684,000 17.84%

% of portfolio

0.13%

Previous 0.13%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$44.92 - $52.42 $52,870 - $61,698	1,177 Added 8.14%	15,642 $806,000
Q2 2025 Sep 29, 2025	BUY	$34.39 - $47.46 $25,482 - $35,167	741 Added 5.4%	14,465 $684,000
Q1 2025 May 14, 2025	SELL	$39.61 - $47.74 $17,468 - $21,053	-441 Reduced 3.11%	13,724 $572,000
Q4 2024 Feb 13, 2025	SELL	$39.22 - $47.77 $157,664 - $192,035	-4,020 Reduced 22.11%	14,165 $622,000
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

# of Institutions

3,786

Shares Held

5.32B

Call Options Held

78.9M

Put Options Held

117M

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 $400B
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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Summit Financial Wealth Advisors, LLC Bank Of America Corp Transaction History