Bank of America Corporation shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank of America Corporation by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 9.0k | 51.59 |
| 2025-06-30 | $689k | 15k | 47.32 |
| 2025-03-31 | $621k | 15k | 41.73 |
| 2024-12-31 | $859k | 20k | 43.95 |
| 2024-09-30 | $761k | 19k | 39.68 |
| 2024-06-30 | $762k | 19k | 39.77 |
| 2024-03-31 | $729k | 19k | 37.92 |
| 2023-12-31 | $615k | 18k | 33.67 |
| 2023-09-30 | $526k | 19k | 27.38 |
| 2023-06-30 | $551k | 19k | 28.69 |
| 2023-03-31 | $551k | 19k | 28.60 |
| 2022-12-31 | $629k | 19k | 33.12 |
| 2022-09-30 | $573k | 19k | 30.18 |
| 2022-06-30 | $590k | 19k | 31.08 |
| 2022-03-31 | $755k | 18k | 41.18 |
| 2021-12-31 | $815k | 18k | 44.48 |
| 2021-09-30 | $777k | 18k | 42.40 |
| 2021-06-30 | $755k | 18k | 41.22 |
| 2021-03-31 | $708k | 18k | 38.66 |
| 2020-12-31 | $603k | 18k | 32.94 |