Bank of America Corporation shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 203k | 51.59 |
| 2025-06-30 | $10M | 216k | 47.32 |
| 2025-03-31 | $8.6M | 206k | 41.73 |
| 2024-12-31 | $8.6M | 233k | 36.98 |
| 2024-09-30 | $7.7M | 231k | 33.32 |
| 2024-06-30 | $7.7M | 229k | 33.36 |
| 2024-03-31 | $7.5M | 195k | 38.32 |
| 2023-12-31 | $6.7M | 198k | 33.67 |
| 2023-09-30 | $5.4M | 195k | 27.38 |
| 2023-06-30 | $5.9M | 205k | 28.69 |
| 2023-03-31 | $5.6M | 197k | 28.60 |
| 2022-12-31 | $6.0M | 182k | 33.12 |
| 2022-09-30 | $4.9M | 163k | 30.20 |
| 2022-06-30 | $4.9M | 157k | 31.13 |
| 2022-03-31 | $6.5M | 158k | 41.22 |
| 2021-12-31 | $6.2M | 140k | 44.49 |
| 2021-09-30 | $5.8M | 137k | 42.45 |
| 2021-06-30 | $5.3M | 128k | 41.23 |
| 2021-03-31 | $4.8M | 123k | 38.69 |
| 2020-12-31 | $3.4M | 111k | 30.31 |
| 2020-09-30 | $2.5M | 103k | 24.09 |
| 2020-06-30 | $2.5M | 106k | 23.75 |
| 2020-03-31 | $2.5M | 102k | 24.77 |
| 2019-12-31 | $3.4M | 95k | 35.22 |
| 2019-09-30 | $2.7M | 92k | 29.17 |
| 2019-06-30 | $2.8M | 95k | 29.00 |
| 2019-03-31 | $2.5M | 91k | 27.59 |
| 2018-12-31 | $2.5M | 101k | 24.64 |
| 2018-09-30 | $2.8M | 104k | 27.44 |
| 2018-06-30 | $3.0M | 98k | 30.55 |
| 2018-03-31 | $2.9M | 98k | 29.99 |
| 2017-12-31 | $3.0M | 101k | 29.52 |
| 2017-09-30 | $2.2M | 87k | 25.34 |