Bank of America Corporation shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 52k | 51.59 |
| 2025-06-30 | $2.5M | 52k | 47.32 |
| 2025-03-31 | $2.3M | 54k | 41.73 |
| 2024-12-31 | $2.3M | 53k | 43.95 |
| 2024-09-30 | $2.1M | 54k | 39.68 |
| 2024-06-30 | $2.2M | 55k | 39.77 |
| 2024-03-31 | $2.1M | 55k | 37.92 |
| 2023-12-31 | $1.8M | 54k | 33.67 |
| 2023-09-30 | $1.4M | 53k | 27.38 |
| 2023-06-30 | $1.4M | 47k | 28.69 |
| 2023-03-31 | $1.3M | 45k | 28.60 |
| 2022-12-31 | $1.3M | 40k | 33.12 |
| 2022-09-30 | $1.2M | 40k | 30.19 |
| 2022-06-30 | $1.2M | 39k | 31.15 |
| 2022-03-31 | $1.6M | 38k | 41.22 |
| 2021-12-31 | $1.7M | 39k | 44.48 |
| 2021-09-30 | $1.6M | 39k | 42.39 |
| 2021-06-30 | $1.6M | 38k | 41.24 |
| 2021-03-31 | $1.5M | 39k | 38.70 |
| 2020-12-31 | $1.2M | 38k | 30.30 |