Bank of America Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $723k | 18k | 39.77 |
| 2024-03-31 | $576k | 15k | 37.92 |
| 2023-12-31 | $482k | 14k | 33.67 |
| 2023-09-30 | $403k | 14k | 28.16 |
| 2023-06-30 | $411k | 14k | 28.69 |
| 2023-03-31 | $412k | 14k | 28.60 |
| 2022-12-31 | $472k | 14k | 33.12 |
| 2022-09-30 | $512k | 14k | 35.89 |
| 2022-06-30 | $481k | 14k | 33.72 |
| 2022-03-31 | $588k | 14k | 41.22 |
| 2021-12-31 | $680k | 14k | 48.01 |
| 2021-09-30 | $623k | 15k | 42.48 |
| 2021-06-30 | $543k | 13k | 41.25 |
| 2021-03-31 | $399k | 13k | 30.31 |
| 2020-12-31 | $364k | 15k | 24.08 |
| 2020-09-30 | $526k | 22k | 24.07 |
| 2020-06-30 | $501k | 22k | 23.08 |
| 2020-03-31 | $527k | 25k | 21.38 |
| 2019-12-31 | $765k | 23k | 32.84 |
| 2019-09-30 | $695k | 24k | 28.92 |
| 2019-06-30 | $697k | 24k | 29.01 |
| 2019-03-31 | $695k | 24k | 28.85 |
| 2018-12-31 | $608k | 25k | 24.63 |
| 2018-09-30 | $454k | 16k | 27.88 |
| 2018-06-30 | $583k | 19k | 30.01 |
| 2018-03-31 | $583k | 19k | 30.01 |
| 2017-12-31 | $563k | 19k | 29.52 |
| 2017-09-30 | $465k | 18k | 25.35 |
| 2017-06-30 | $459k | 19k | 24.27 |
| 2017-03-31 | $462k | 20k | 23.61 |
| 2016-12-31 | $423k | 19k | 22.11 |
| 2016-09-30 | $310k | 20k | 15.64 |
| 2016-06-30 | $282k | 21k | 13.27 |
| 2016-03-31 | $429k | 32k | 13.52 |
| 2015-12-31 | $500k | 30k | 16.84 |
| 2015-06-30 | $19k | 1.2k | 16.52 |
| 2015-03-31 | $19k | 1.2k | 16.52 |
| 2014-12-31 | $21k | 1.2k | 18.26 |
More positions owned by Summit Financial Wealth Advisors
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