Bank of America Corporation shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 341k | 51.59 |
| 2025-06-30 | $17M | 357k | 47.32 |
| 2025-03-31 | $15M | 358k | 41.73 |
| 2024-12-31 | $17M | 376k | 43.95 |
| 2024-09-30 | $15M | 386k | 39.68 |
| 2024-06-30 | $15M | 381k | 39.77 |
| 2024-03-31 | $14M | 376k | 37.92 |
| 2023-12-31 | $13M | 371k | 33.67 |
| 2023-09-30 | $9.3M | 340k | 27.38 |
| 2023-06-30 | $10M | 352k | 28.69 |
| 2023-03-31 | $9.5M | 333k | 28.60 |
| 2022-12-31 | $10M | 301k | 33.12 |
| 2022-09-30 | $9.2M | 304k | 30.20 |
| 2022-06-30 | $7.4M | 237k | 31.13 |
| 2022-03-31 | $8.8M | 213k | 41.22 |
| 2021-12-31 | $8.1M | 183k | 44.49 |
| 2021-09-30 | $7.0M | 165k | 42.45 |
| 2021-06-30 | $6.8M | 165k | 41.23 |
| 2021-03-31 | $6.4M | 165k | 38.69 |
| 2020-12-31 | $5.0M | 164k | 30.31 |
| 2020-09-30 | $4.0M | 167k | 24.09 |
| 2020-06-30 | $3.0M | 128k | 23.75 |
| 2020-03-31 | $2.7M | 127k | 21.23 |
| 2019-12-31 | $5.8M | 165k | 35.22 |
| 2019-09-30 | $4.9M | 168k | 29.17 |
| 2019-06-30 | $4.9M | 168k | 29.00 |
| 2019-03-31 | $4.9M | 178k | 27.59 |
| 2018-12-31 | $5.3M | 215k | 24.64 |
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