Bank of America Corporation shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 122k | 51.59 |
| 2025-06-30 | $1.6M | 34k | 47.32 |
| 2025-03-31 | $1.4M | 33k | 41.73 |
| 2024-12-31 | $1.0M | 24k | 44.29 |
| 2024-09-30 | $11M | 276k | 39.68 |
| 2024-06-30 | $4.1M | 103k | 39.77 |
| 2024-03-31 | $3.3M | 88k | 37.92 |
| 2023-12-31 | $1.8M | 55k | 33.67 |
| 2023-09-30 | $2.2M | 79k | 27.38 |
| 2023-06-30 | $5.8M | 203k | 28.69 |
| 2023-03-31 | $286k | 10k | 28.60 |
| 2022-12-31 | $406k | 12k | 33.12 |
| 2022-09-30 | $356k | 12k | 30.17 |
| 2022-06-30 | $371k | 12k | 31.09 |
| 2022-03-31 | $522k | 13k | 41.21 |
| 2021-12-31 | $605k | 14k | 44.50 |
| 2021-09-30 | $531k | 13k | 42.43 |
| 2021-06-30 | $11M | 275k | 41.23 |
| 2021-03-31 | $4.9M | 126k | 38.69 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management