Bank of America Corporation shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $337k | 8.5k | 39.68 |
| 2024-06-30 | $338k | 8.5k | 39.77 |
| 2024-03-31 | $341k | 9.0k | 37.92 |
| 2023-09-30 | $285k | 10k | 27.38 |
| 2023-06-30 | $303k | 11k | 28.69 |
| 2023-03-31 | $300k | 11k | 28.60 |
| 2022-12-31 | $347k | 11k | 33.12 |
| 2022-09-30 | $363k | 12k | 30.21 |
| 2022-06-30 | $370k | 12k | 31.12 |
| 2022-03-31 | $468k | 11k | 41.26 |
| 2021-12-31 | $572k | 13k | 44.52 |
| 2021-09-30 | $566k | 13k | 42.42 |
| 2021-06-30 | $550k | 13k | 41.25 |
| 2021-03-31 | $494k | 13k | 38.70 |
| 2020-12-31 | $394k | 13k | 30.34 |
| 2020-09-30 | $313k | 13k | 24.10 |
| 2015-06-30 | $194k | 11k | 17.01 |
| 2015-03-31 | $192k | 13k | 15.41 |
| 2014-12-31 | $223k | 13k | 17.90 |
More positions owned by Summit Financial Strategies
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