A detailed history of Triad Financial Advisors, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 12,714 shares of BAC stock, worth $513,772. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,714
Previous 9,256 37.36%
Holding current value
$513,772
Previous $265,000 31.32%
% of portfolio
0.13%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$27.17 - $32.65 $93,953 - $112,903
3,458 Added 37.36%
12,714 $348,000
Q2 2023

Jul 31, 2023

SELL
$26.99 - $30.56 $45,289 - $51,279
-1,678 Reduced 15.35%
9,256 $265,000
Q1 2023

May 05, 2023

SELL
$26.97 - $36.77 $207,291 - $282,614
-7,686 Reduced 41.28%
10,934 $312,000
Q4 2022

Feb 14, 2023

SELL
$29.77 - $38.41 $922 - $1,190
-31 Reduced 0.17%
18,620 $616,000
Q3 2022

Nov 04, 2022

BUY
$18.8 - $35.27 $3,590 - $6,736
191 Added 1.03%
18,651 $563,000
Q2 2022

Aug 11, 2022

BUY
$31.13 - $40.9 $12,576 - $16,523
404 Added 2.24%
18,460 $575,000
Q1 2022

May 09, 2022

SELL
$38.34 - $49.38 $136,988 - $176,434
-3,573 Reduced 16.52%
18,056 $744,000
Q4 2021

May 09, 2022

BUY
$43.08 - $48.37 $931,777 - $1.05 Million
21,629 New
21,629 $962,000

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 $324B
  • 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 Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. 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 Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.