BAC BANK AMER CORP

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Baugh & Associates, LLC reported a position in BANK AMER CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.49% (2017 Q4)
Avg. % of fund
3.35%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 134,166 -4,538 -3.3% 3.29% $6.7M $54.69
2025 Q3 REDUCED 138,704 -4,292 -3.0% 3.21% $6.5M $51.03
2025 Q2 REDUCED 142,996 -6,650 -4.4% 3.21% $6.2M $46.55
2025 Q1 REDUCED 149,646 -603 -0.4% 2.99% $5.9M $40.81
2024 Q4 REDUCED 150,249 -23 -0.0% 3.26% $6.3M $42.71
2024 Q3 ADDED 150,272 +8,715 +6.2% 2.92% $5.7M $38.35
2024 Q2 REDUCED 141,557 -8,897 -5.9% 3.10% $6.0M $38.19
2024 Q1 REDUCED 150,454 -176 -0.1% 3.04% $5.7M $36.19
2023 Q4 REDUCED 150,630 -1,807 -1.2% 2.92% $5.1M $31.91
2023 Q3 ADDED 152,437 +348 +0.2% 2.61% $4.2M $25.74
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BAC price (monthly, adj. close)
← Back to Baugh & Associates, LLC Holdings