Ownership history in Carson Advisory Inc. · 16 quarters on record
This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in BK OF AMERICA 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 57,126 | -344 | -0.6% | 1.63% | $3.1M | $54.69 |
| 2025 Q3 | REDUCED | 57,470 | -983 | -1.7% | 1.60% | $3.0M | $51.03 |
| 2025 Q2 | REDUCED | 58,453 | -1,193 | -2.0% | 1.76% | $2.8M | $46.55 |
| 2025 Q1 | REDUCED | 59,646 | -892 | -1.5% | 1.68% | $2.5M | $40.81 |
| 2024 Q4 | REDUCED | 60,538 | -1,235 | -2.0% | 1.85% | $2.7M | $42.71 |
| 2024 Q3 | REDUCED | 61,773 | -334 | -0.5% | 1.54% | $2.5M | $38.35 |
| 2024 Q2 | REDUCED | 62,107 | -435 | -0.7% | 1.73% | $2.5M | $38.19 |
| 2024 Q1 | ADDED | 62,542 | +2,309 | +3.8% | 1.67% | $2.4M | $36.19 |
| 2023 Q4 | ADDED | 60,233 | +2,953 | +5.2% | 1.58% | $2.0M | $31.91 |
| 2023 Q3 | ADDED | 57,280 | +790 | +1.4% | 1.37% | $1.6M | $25.74 |
As of 2025 Q4 — sorted by position size