Ownership history in tru Independence LLC · 24 quarters on record
This page tracks every 13F SEC filing in which tru Independence LLC reported a position in BANK 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 | 169,859 | -7,237 | -4.1% | 2.36% | $9.3M | $54.69 |
| 2025 Q3 | REDUCED | 177,096 | -2,166 | -1.2% | 2.37% | $9.1M | $51.03 |
| 2025 Q2 | REDUCED | 179,262 | -3,494 | -1.9% | 2.45% | $8.5M | $46.55 |
| 2025 Q1 | ADDED | 182,756 | +738 | +0.4% | 2.37% | $7.6M | $40.81 |
| 2024 Q4 | REDUCED | 182,018 | -14,681 | -7.5% | 2.51% | $8.0M | $42.71 |
| 2024 Q3 | REDUCED | 196,699 | -7,525 | -3.7% | 2.28% | $7.8M | $38.35 |
| 2024 Q2 | REDUCED | 204,224 | -3,530 | -1.7% | 2.45% | $8.1M | $38.19 |
| 2024 Q1 | REDUCED | 207,754 | -4,169 | -2.0% | 2.32% | $7.9M | $36.19 |
| 2023 Q4 | REDUCED | 211,923 | -3,372 | -1.6% | 2.17% | $7.1M | $31.91 |
| 2023 Q3 | REDUCED | 215,295 | -1,989 | -0.9% | 2.04% | $5.9M | $25.74 |
As of 2025 Q4 — sorted by position size