Bank of America Corporation shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 32k | 51.59 |
| 2025-06-30 | $1.4M | 31k | 47.32 |
| 2025-03-31 | $1.6M | 38k | 41.73 |
| 2024-12-31 | $1.4M | 32k | 43.95 |
| 2024-09-30 | $1.3M | 32k | 39.68 |
| 2024-06-30 | $1.2M | 31k | 39.77 |
| 2024-03-31 | $1.2M | 33k | 37.92 |
| 2023-12-31 | $1.5M | 45k | 33.67 |
| 2023-09-30 | $1.2M | 44k | 27.38 |
| 2023-06-30 | $901k | 31k | 28.69 |
| 2023-03-31 | $1.2M | 41k | 28.60 |
| 2022-12-31 | $1.1M | 34k | 33.12 |
| 2022-09-30 | $1.0M | 34k | 30.20 |
| 2022-06-30 | $1.1M | 36k | 31.13 |
| 2022-03-31 | $1.5M | 37k | 41.23 |
| 2021-12-31 | $1.5M | 34k | 44.49 |
| 2021-09-30 | $1.3M | 31k | 42.44 |
| 2021-06-30 | $1.3M | 31k | 41.22 |
| 2021-03-31 | $1.2M | 31k | 38.71 |
| 2020-12-31 | $991k | 33k | 30.32 |
| 2020-09-30 | $835k | 35k | 24.10 |
| 2020-06-30 | $798k | 34k | 23.74 |
| 2019-12-31 | $3.0M | 87k | 35.22 |
| 2019-09-30 | $2.8M | 97k | 29.17 |
| 2019-06-30 | $2.2M | 76k | 29.00 |
| 2019-03-31 | $2.1M | 77k | 27.59 |
| 2018-12-31 | $2.2M | 88k | 24.64 |
| 2018-09-30 | $2.6M | 89k | 29.46 |
| 2018-06-30 | $2.5M | 89k | 28.19 |
| 2018-03-31 | $2.7M | 89k | 29.99 |
| 2017-12-31 | $2.4M | 81k | 29.52 |
| 2017-09-30 | $2.1M | 82k | 25.34 |
| 2017-06-30 | $1.9M | 79k | 24.26 |
| 2017-03-31 | $1.8M | 78k | 23.58 |
| 2016-12-31 | $1.7M | 78k | 22.10 |
| 2016-09-30 | $1.2M | 77k | 15.65 |
| 2016-06-30 | $1.0M | 79k | 13.27 |
| 2016-03-31 | $1.0M | 77k | 13.52 |
| 2015-12-31 | $1.3M | 78k | 16.83 |
| 2015-09-30 | $1.2M | 78k | 15.58 |
| 2015-06-30 | $1.3M | 76k | 17.02 |
| 2015-03-31 | $1.1M | 74k | 15.39 |
| 2014-12-31 | $769k | 43k | 17.90 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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