Bank of America Corporation shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 12k | 51.59 |
| 2025-06-30 | $620k | 13k | 47.32 |
| 2025-03-31 | $563k | 14k | 41.73 |
| 2024-12-31 | $573k | 13k | 43.96 |
| 2024-09-30 | $549k | 14k | 39.68 |
| 2024-06-30 | $547k | 14k | 39.77 |
| 2024-03-31 | $555k | 15k | 37.92 |
| 2023-09-30 | $345k | 13k | 27.38 |
More positions owned by Lakeshore Financial Planning
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