A detailed history of Valeo Financial Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 229,375 shares of BAC stock, worth $9.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
229,375
Previous 195,194 17.51%
Holding current value
$9.04 Million
Previous $7.4 Million 23.25%
% of portfolio
0.26%
Previous 0.22%

Shares

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

Jul 10, 2024

BUY
$34.68 - $40.02 $1.19 Million - $1.37 Million
34,181 Added 17.51%
229,375 $9.12 Million
Q1 2024

Apr 25, 2024

BUY
$31.73 - $37.92 $698 - $834
22 Added 0.01%
195,194 $7.4 Million
Q1 2024

Apr 19, 2024

SELL
$31.73 - $37.92 $88,907 - $106,251
-2,802 Reduced 1.42%
195,172 $7.4 Million
Q4 2023

Jan 29, 2024

BUY
$25.17 - $33.94 $64,561 - $87,056
2,565 Added 1.31%
197,974 $6.67 Million
Q3 2023

Oct 19, 2023

SELL
$27.17 - $32.65 $266,619 - $320,394
-9,813 Reduced 4.78%
195,409 $5.35 Million
Q2 2023

Jul 14, 2023

BUY
$26.99 - $30.56 $229,172 - $259,484
8,491 Added 4.32%
205,222 $5.89 Million
Q1 2023

Apr 17, 2023

BUY
$26.97 - $36.77 $392,737 - $535,444
14,562 Added 7.99%
196,731 $5.63 Million
Q4 2022

Feb 09, 2023

BUY
$29.77 - $38.41 $569,738 - $735,090
19,138 Added 11.74%
182,169 $6.03 Million
Q3 2022

Oct 31, 2022

BUY
$18.8 - $35.27 $121,636 - $228,196
6,470 Added 4.13%
163,031 $4.92 Million
Q2 2022

Aug 03, 2022

SELL
$31.13 - $40.9 $35,363 - $46,462
-1,136 Reduced 0.72%
156,561 $4.87 Million
Q1 2022

Apr 28, 2022

BUY
$38.34 - $49.38 $674,362 - $868,544
17,589 Added 12.55%
157,697 $6.5 Million
Q4 2021

Jan 07, 2022

BUY
$43.08 - $48.37 $144,016 - $161,700
3,343 Added 2.44%
140,108 $6.23 Million
Q3 2021

Nov 02, 2021

BUY
$36.93 - $43.26 $334,438 - $391,762
9,056 Added 7.09%
136,765 $5.81 Million
Q2 2021

Jul 22, 2021

BUY
$38.08 - $43.27 $176,348 - $200,383
4,631 Added 3.76%
127,709 $5.27 Million
Q1 2021

Apr 12, 2021

BUY
$29.65 - $38.99 $346,223 - $455,286
11,677 Added 10.48%
123,078 $4.76 Million
Q4 2020

Feb 11, 2021

BUY
$23.47 - $30.31 $201,372 - $260,059
8,580 Added 8.34%
111,401 $3.38 Million
Q3 2020

Oct 28, 2020

SELL
$22.77 - $26.92 $77,395 - $91,501
-3,399 Reduced 3.2%
102,821 $2.48 Million
Q2 2020

Jul 20, 2020

BUY
$19.77 - $28.54 $90,012 - $129,942
4,553 Added 4.48%
106,220 $2.52 Million
Q1 2020

Apr 13, 2020

BUY
$18.08 - $35.64 $117,755 - $232,123
6,513 Added 6.84%
101,667 $2.52 Million
Q4 2019

Jan 24, 2020

BUY
$27.63 - $35.52 $85,763 - $110,254
3,104 Added 3.37%
95,154 $3.35 Million
Q3 2019

Oct 15, 2019

SELL
$26.25 - $30.89 $88,068 - $103,635
-3,355 Reduced 3.52%
92,050 $2.69 Million
Q2 2019

Jul 10, 2019

BUY
$26.6 - $30.77 $112,970 - $130,680
4,247 Added 4.66%
95,405 $2.77 Million
Q1 2019

Apr 12, 2019

SELL
$24.56 - $29.82 $246,606 - $299,422
-10,041 Reduced 9.92%
91,158 $2.52 Million
Q4 2018

Jan 30, 2019

SELL
$22.73 - $30.43 $57,484 - $76,957
-2,529 Reduced 2.44%
101,199 $2.49 Million
Q3 2018

Nov 01, 2018

BUY
$27.78 - $31.8 $164,596 - $188,415
5,925 Added 6.06%
103,728 $2.85 Million
Q2 2018

Aug 14, 2018

SELL
$28.19 - $31.22 $8,428 - $9,334
-299 Reduced 0.3%
97,803 $2.99 Million
Q1 2018

Apr 12, 2018

SELL
$29.17 - $32.84 $79,634 - $89,653
-2,730 Reduced 2.71%
98,102 $2.94 Million
Q4 2017

Feb 09, 2018

BUY
$25.45 - $29.88 $360,422 - $423,160
14,162 Added 16.34%
100,832 $2.98 Million
Q3 2017

Nov 14, 2017

BUY
$22.89 - $25.45 $1.98 Million - $2.21 Million
86,670
86,670 $2.2 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 $316B
  • 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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