Bank of America Corporation shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $435k | 8.4k | 51.59 |
| 2025-06-30 | $398k | 8.4k | 47.32 |
| 2025-03-31 | $447k | 11k | 41.73 |
| 2024-12-31 | $462k | 11k | 43.95 |
| 2024-09-30 | $411k | 10k | 39.68 |
| 2024-06-30 | $470k | 12k | 39.77 |
| 2024-03-31 | $477k | 13k | 37.92 |
| 2023-12-31 | $468k | 14k | 33.67 |
| 2023-09-30 | $380k | 14k | 27.38 |
| 2023-06-30 | $355k | 12k | 28.69 |
| 2023-03-31 | $353k | 12k | 28.60 |
| 2022-12-31 | $245k | 7.4k | 33.12 |
| 2022-09-30 | $221k | 7.4k | 29.93 |
| 2022-06-30 | $229k | 7.4k | 31.10 |
| 2022-03-31 | $271k | 6.6k | 41.19 |
| 2021-12-31 | $243k | 5.5k | 44.43 |
| 2021-09-30 | $213k | 5.0k | 42.35 |
| 2021-03-31 | $236k | 6.1k | 38.76 |
| 2019-12-31 | $288k | 8.2k | 35.18 |
| 2019-09-30 | $241k | 8.2k | 29.23 |
| 2019-06-30 | $253k | 8.2k | 30.83 |
| 2019-03-31 | $235k | 8.5k | 27.60 |
| 2018-12-31 | $234k | 9.5k | 24.63 |
| 2018-09-30 | $248k | 8.9k | 27.92 |
| 2018-06-30 | $217k | 18k | 12.29 |
| 2018-03-31 | $240k | 8.0k | 29.94 |
| 2017-12-31 | $531k | 18k | 29.47 |
| 2017-09-30 | $203k | 8.0k | 25.38 |
| 2015-03-31 | $256k | 17k | 15.39 |
| 2013-03-31 | $52k | 4.2k | 12.30 |
| 2012-12-31 | $49k | 4.2k | 11.59 |
| 2012-09-30 | $40k | 4.5k | 8.85 |
| 2012-06-30 | $29k | 3.6k | 8.08 |
| 2011-12-31 | $18k | 3.3k | 5.52 |
| 2011-09-30 | $15k | 2.5k | 6.06 |
| 2011-03-31 | $37k | 2.8k | 13.16 |
| 2010-12-31 | $25k | 1.9k | 13.35 |