Bank of America Corporation shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 65k | 51.59 |
| 2025-06-30 | $3.0M | 63k | 47.32 |
| 2025-03-31 | $1.6M | 39k | 41.73 |
| 2024-12-31 | $1.7M | 39k | 43.95 |
| 2024-09-30 | $1.5M | 38k | 39.68 |
| 2024-06-30 | $1.5M | 37k | 39.77 |
| 2024-03-31 | $1.6M | 42k | 37.92 |
| 2023-12-31 | $1.3M | 40k | 33.67 |
| 2023-09-30 | $1.0M | 37k | 27.38 |
| 2023-06-30 | $834k | 29k | 28.69 |
| 2023-03-31 | $659k | 23k | 28.60 |
| 2022-12-31 | $708k | 21k | 33.12 |
| 2022-09-30 | $660k | 22k | 30.21 |
| 2022-06-30 | $650k | 21k | 31.14 |
| 2022-03-31 | $963k | 23k | 41.23 |
| 2021-12-31 | $1.0M | 23k | 44.49 |
| 2021-09-30 | $970k | 23k | 42.43 |
| 2021-06-30 | $653k | 16k | 41.25 |
| 2021-03-31 | $557k | 14k | 38.72 |
| 2020-12-31 | $347k | 12k | 30.26 |
| 2020-09-30 | $317k | 13k | 24.11 |
| 2020-06-30 | $316k | 13k | 23.76 |
| 2020-03-31 | $302k | 13k | 24.07 |
| 2019-12-31 | $429k | 12k | 35.24 |
| 2019-09-30 | $354k | 12k | 29.17 |
| 2019-06-30 | $377k | 13k | 28.98 |
| 2019-03-31 | $343k | 12k | 27.61 |
| 2018-12-31 | $230k | 9.3k | 24.65 |
| 2018-09-30 | $260k | 8.8k | 29.43 |
| 2018-06-30 | $257k | 9.0k | 28.58 |
| 2018-03-31 | $237k | 7.8k | 30.38 |
| 2017-12-31 | $248k | 8.4k | 29.43 |