BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 7,811 Value ($000) $370 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 7,776 Value ($000) $324 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 7,776 Value ($000) $342 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 8,497 Value ($000) $337 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 8,497 Value ($000) $338 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 8,994 Value ($000) $341 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 8,787 Value ($000) $296 Avg Close $27.61 Range $23.60 - $32.47
Q3 2023
Shares 10,405 Value ($000) $285 Avg Close $27.82 Range $25.54 - $30.81
Q2 2023
Shares 10,548 Value ($000) $303 Avg Close $26.62 Range $24.96 - $28.77
Q1 2023
Shares 10,481 Value ($000) $300 Avg Close $30.57 Range $24.49 - $34.20
Q4 2022
Shares 10,470 Value ($000) $347 Avg Close $31.71 Range $26.93 - $35.47
Q3 2022
Shares 12,014 Value ($000) $363 Avg Close $30.59 Range $27.09 - $33.72
Q2 2022
Shares 11,889 Value ($000) $370 Avg Close $32.74 Range $27.97 - $37.89
Q1 2022
Shares 11,342 Value ($000) $468 Avg Close $40.82 Range $34.65 - $45.26
Q4 2021
Shares 12,847 Value ($000) $572 Avg Close $41.02 Range $38.05 - $43.77
Q3 2021
Shares 13,344 Value ($000) $566 Avg Close $36.09 Range $32.65 - $39.59
Q2 2021
Shares 13,334 Value ($000) $550 Avg Close $36.56 Range $33.32 - $38.90
Q1 2021
Shares 12,764 Value ($000) $494 Avg Close $30.64 Range $26.21 - $35.60
Q4 2020
Shares 12,987 Value ($000) $394 Avg Close $23.66 Range $20.36 - $27.07
Q3 2020
Shares 12,987 Value ($000) $313 Avg Close $21.82 Range $19.58 - $24.27
Q2 2015
Shares 11,408 Value ($000) $194 Avg Close $13.13 Range $12.14 - $14.15
Q1 2015
Shares 12,458 Value ($000) $192 Avg Close $12.76 Range $11.88 - $14.31
Q4 2014
Shares 12,458 Value ($000) $223 Avg Close $13.55 Range $12.21 - $14.45