Bank of America Corporation shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $276k | 6.9k | 39.68 |
| 2024-06-30 | $283k | 7.1k | 39.77 |
| 2024-03-31 | $1.0M | 27k | 37.92 |
| 2023-12-31 | $800k | 24k | 33.67 |
| 2023-09-30 | $656k | 24k | 27.38 |
| 2023-06-30 | $670k | 23k | 28.69 |
| 2023-03-31 | $638k | 22k | 28.60 |
| 2022-12-31 | $699k | 21k | 33.12 |
| 2022-09-30 | $621k | 21k | 30.22 |
| 2022-06-30 | $677k | 22k | 31.15 |
| 2022-03-31 | $902k | 22k | 41.24 |
| 2021-12-31 | $971k | 22k | 44.51 |
| 2021-09-30 | $921k | 22k | 42.45 |
| 2021-06-30 | $895k | 22k | 41.25 |
| 2021-03-31 | $868k | 22k | 38.67 |