A detailed history of Kingswood Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 91,586 shares of BAC stock, worth $4.71 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
91,586
Previous 78,819 16.2%
Holding current value
$4.71 Million
Previous $3.73 Billion 26.68%
% of portfolio
0.29%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$44.92 - $52.42 $573,493 - $669,246
12,767 Added 16.2%
91,586 $4.72 Billion
Q2 2025

Jul 23, 2025

SELL
$34.39 - $47.46 $1.85 Million - $2.55 Million
-53,653 Reduced 40.5%
78,819 $3.73 Billion
Q1 2025

Jul 25, 2025

BUY
$39.61 - $47.74 $39,213 - $47,262
990 Added 1.26%
79,809 $3.33 Billion
Q1 2025

Apr 21, 2025

BUY
$39.61 - $47.74 $1.89 Million - $2.28 Million
47,701 Added 56.27%
132,472 $5.51 Billion
Q4 2024

Jan 22, 2025

SELL
$39.22 - $47.77 $990,069 - $1.21 Million
-25,244 Reduced 22.95%
84,771 $3.73 Billion
Q3 2024

Oct 21, 2024

SELL
$36.65 - $44.13 $133,112 - $160,280
-3,632 Reduced 3.2%
110,015 $4.36 Billion
Q2 2024

Jul 09, 2024

BUY
$34.68 - $40.02 $1.19 Million - $1.37 Million
34,189 Added 43.03%
113,647 $4.52 Billion
Q1 2024

Apr 15, 2024

BUY
$31.73 - $37.92 $379,078 - $453,030
11,947 Added 17.7%
79,458 $3.01 Billion
Q4 2023

Jan 16, 2024

BUY
$25.17 - $33.94 $1.18 Million - $1.59 Million
46,950 Added 228.34%
67,511 $2.27 Billion
Q3 2023

Oct 23, 2023

SELL
$27.17 - $32.65 $735,356 - $883,672
-27,065 Reduced 56.83%
20,561 $2.12 Billion
Q2 2023

Aug 09, 2023

BUY
$26.99 - $30.56 $1.29 Million - $1.46 Million
47,626 New
47,626 $1.37 Billion

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $413B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
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