Bank of America Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 110k | 39.67 |
| 2024-06-30 | $4.5M | 114k | 39.77 |
| 2024-03-31 | $3.0M | 80k | 37.92 |
| 2023-12-31 | $2.3M | 68k | 33.67 |
| 2023-09-30 | $2.1M | 21k | 103.15 |
| 2023-06-30 | $1.4M | 48k | 28.69 |