BAC BANK AMERICA CORP

Ownership history in DMKC Advisory Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which DMKC Advisory Services, LLC reported a position in BANK 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.

Peak position
4.33% (2024 Q4)
Avg. % of fund
4.19%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 173,482 +9,148 +5.6% 4.19% $9.5M $54.69
2025 Q3 REDUCED 164,334 -762 -0.5% 4.30% $8.5M $51.03
2025 Q2 ADDED 165,096 +56,534 +52.1% 4.06% $7.8M $46.55
2025 Q1 REDUCED 108,562 -98 -0.1% 4.08% $4.5M $40.81
2024 Q4 INITIATED 108,660 4.33% $4.8M $42.71
% of Fund (quarterly)    BAC price (monthly, adj. close)
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