Bank of America Corporation shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $275k | 6.9k | 39.68 |
| 2024-06-30 | $284k | 7.1k | 39.77 |
| 2024-03-31 | $376k | 9.9k | 37.92 |
| 2023-12-31 | $310k | 9.2k | 33.67 |
| 2023-09-30 | $207k | 7.5k | 27.38 |
| 2023-06-30 | $214k | 7.5k | 28.69 |
| 2023-03-31 | $240k | 8.4k | 28.60 |
| 2022-12-31 | $251k | 7.6k | 33.12 |
| 2022-09-30 | $299k | 9.9k | 30.19 |
| 2022-06-30 | $328k | 11k | 31.06 |
| 2022-03-31 | $448k | 11k | 41.18 |
| 2021-12-31 | $522k | 12k | 44.44 |
More positions owned by Heritage Financial Services
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