A detailed history of Allen Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Allen Wealth Management, LLC holds 8,262 shares of BAC stock, worth $425,327. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,262
Previous 8,662 4.62%
Holding current value
$425,327
Previous $410 Million 3.99%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Oct 22, 2025

SELL
$44.92 - $52.42 $17,968 - $20,968
-400 Reduced 4.62%
8,262 $426 Million
Q2 2025

Jul 24, 2025

SELL
$34.39 - $47.46 $8,253 - $11,390
-240 Reduced 2.7%
8,662 $410 Million
Q1 2025

May 13, 2025

BUY
$39.61 - $47.74 $69,317 - $83,545
1,750 Added 24.47%
8,902 $371 Million
Q4 2024

Feb 12, 2025

SELL
$39.22 - $47.77 $8,236 - $10,031
-210 Reduced 2.85%
7,152 $314 Million
Q2 2024

Jul 19, 2024

SELL
$34.68 - $40.02 $10,785 - $12,446
-311 Reduced 4.05%
7,362 $293 Million
Q4 2023

Feb 14, 2024

BUY
$25.17 - $33.94 $193,129 - $260,421
7,673 New
7,673 $258 Million

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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