A detailed history of Evernest Financial Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 19,889 shares of BAC stock, worth $1.02 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
19,889
Previous 19,938 0.25%
Holding current value
$1.02 Million
Previous $943,000 8.8%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Nov 12, 2025

SELL
$44.92 - $52.42 $2,201 - $2,568
-49 Reduced 0.25%
19,889 $1.03 Million
Q2 2025

Jul 28, 2025

SELL
$34.39 - $47.46 $6,671 - $9,207
-194 Reduced 0.96%
19,938 $943,000
Q1 2025

May 09, 2025

BUY
$39.61 - $47.74 $73,397 - $88,462
1,853 Added 10.14%
20,132 $840,000
Q4 2024

Jan 23, 2025

BUY
$39.22 - $47.77 $38,553 - $46,957
983 Added 5.68%
18,279 $803,000
Q3 2024

Oct 21, 2024

SELL
$36.65 - $44.13 $366 - $441
-10 Reduced 0.06%
17,296 $686,000
Q2 2024

Aug 07, 2024

BUY
$34.68 - $40.02 $14,288 - $16,488
412 Added 2.44%
17,306 $688,000
Q1 2024

May 10, 2024

BUY
$31.73 - $37.92 $49,816 - $59,534
1,570 Added 10.25%
16,894 $625 Million
Q4 2023

May 10, 2024

BUY
$25.17 - $33.94 $186,685 - $251,732
7,417 Added 43.9%
24,311 $819 Million
Q4 2021

Feb 13, 2024

BUY
$43.08 - $48.37 $660,157 - $741,221
15,324 New
15,324 $507 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
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.