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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

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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