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Bank of America Corporation shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 71k 37.92
2023-12-31 $2.4M 72k 33.67
2023-09-30 $1.8M 64k 27.38
2023-06-30 $2.0M 70k 28.69
2023-03-31 $2.1M 74k 28.60
2022-12-31 $1.9M 59k 33.12