A detailed history of Xcel Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 385,974 shares of BAC stock, worth $18.4 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
385,974
Previous 380,827 1.35%
Holding current value
$18.4 Million
Previous $15.1 Million 1.15%
% of portfolio
4.53%
Previous 4.8%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$36.65 - $44.13 $188,637 - $227,137
5,147 Added 1.35%
385,974 $15.3 Million
Q2 2024

Jul 23, 2024

BUY
$34.68 - $40.02 $165,319 - $190,775
4,767 Added 1.27%
380,827 $15.1 Million
Q1 2024

Apr 22, 2024

BUY
$31.73 - $37.92 $176,672 - $211,138
5,568 Added 1.5%
376,060 $14.3 Million
Q4 2023

Jan 29, 2024

BUY
$25.17 - $33.94 $762,021 - $1.03 Million
30,275 Added 8.9%
370,492 $12.5 Million
Q3 2023

Oct 17, 2023

SELL
$27.17 - $32.65 $331,637 - $398,525
-12,206 Reduced 3.46%
340,217 $9.32 Million
Q2 2023

Jul 26, 2023

BUY
$26.99 - $30.56 $527,546 - $597,325
19,546 Added 5.87%
352,423 $10.1 Million
Q1 2023

Apr 25, 2023

BUY
$26.97 - $36.77 $871,238 - $1.19 Million
32,304 Added 10.75%
332,877 $9.52 Million
Q4 2022

Jan 19, 2023

SELL
$29.77 - $38.41 $89,310 - $115,229
-3,000 Reduced 0.99%
300,573 $9.96 Million
Q3 2022

Oct 20, 2022

BUY
$18.8 - $35.27 $1.25 Million - $2.34 Million
66,303 Added 27.94%
303,573 $9.17 Million
Q2 2022

Jul 26, 2022

BUY
$31.13 - $40.9 $749,517 - $984,749
24,077 Added 11.29%
237,270 $7.39 Million
Q1 2022

Apr 29, 2022

BUY
$38.34 - $49.38 $1.17 Million - $1.5 Million
30,429 Added 16.65%
213,193 $8.79 Million
Q4 2021

Feb 03, 2022

BUY
$43.08 - $48.37 $772,812 - $867,709
17,939 Added 10.88%
182,764 $8.13 Million
Q3 2021

Oct 21, 2021

SELL
$36.93 - $43.26 $11,743 - $13,756
-318 Reduced 0.19%
164,825 $7 Million
Q2 2021

Jul 15, 2021

BUY
$38.08 - $43.27 $17,669 - $20,077
464 Added 0.28%
165,143 $6.81 Million
Q1 2021

Apr 15, 2021

BUY
$29.65 - $38.99 $8,983 - $11,813
303 Added 0.18%
164,679 $6.37 Million
Q4 2020

Jan 13, 2021

SELL
$23.47 - $30.31 $58,675 - $75,775
-2,500 Reduced 1.5%
164,376 $4.98 Million
Q3 2020

Oct 27, 2020

BUY
$22.77 - $26.92 $875,961 - $1.04 Million
38,470 Added 29.96%
166,876 $4.02 Million
Q2 2020

Jul 10, 2020

BUY
$19.77 - $28.54 $27,875 - $40,241
1,410 Added 1.11%
128,406 $3.05 Million
Q1 2020

Apr 07, 2020

SELL
$18.08 - $35.64 $694,742 - $1.37 Million
-38,426 Reduced 23.23%
126,996 $2.7 Million
Q4 2019

Jan 09, 2020

SELL
$27.63 - $35.52 $81,480 - $104,748
-2,949 Reduced 1.75%
165,422 $5.83 Million
Q3 2019

Nov 12, 2019

BUY
$26.25 - $30.89 $12,075 - $14,209
460 Added 0.27%
168,371 $4.91 Million
Q2 2019

Nov 12, 2019

SELL
$26.6 - $30.77 $269,591 - $311,853
-10,135 Reduced 5.69%
167,911 $4.87 Million
Q1 2019

Nov 12, 2019

SELL
$24.56 - $29.82 $905,036 - $1.1 Million
-36,850 Reduced 17.15%
178,046 $4.91 Million
Q4 2018

Nov 12, 2019

BUY
$22.73 - $30.43 $4.88 Million - $6.54 Million
214,896 New
214,896 $5.3 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 $383B
  • 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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