Ownership history in NWF Advisory Services Inc. · 4 quarters on record
This page tracks every 13F SEC filing in which NWF Advisory Services Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 206,297 | -107,302 | -34.2% | 1.25% | $11.3M | $54.69 |
| 2025 Q3 | ADDED | 313,599 | +67,166 | +27.3% | 2.09% | $9.0M | $51.03 |
| 2025 Q2 | REDUCED | 246,433 | -45,135 | -15.5% | 1.39% | $11.7M | $46.55 |
| 2025 Q1 | INITIATED | 291,568 | — | — | 1.88% | $12.8M | $40.81 |
As of 2025 Q4 — sorted by position size