BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 152,463 Value ($000) $8,385 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 148,531 Value ($000) $7,663 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 125,447 Value ($000) $5,936 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 102,500 Value ($000) $4,277 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 80,126 Value ($000) $3,522 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 42,863 Value ($000) $1,701 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 42,722 Value ($000) $1,699 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 19,257 Value ($000) $730 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 21,840 Value ($000) $735 Avg Close $27.61 Range $23.60 - $32.47
Q3 2023
Shares 34,345 Value ($000) $940 Avg Close $27.82 Range $25.54 - $30.81
Q2 2023
Shares 52,050 Value ($000) $1,493 Avg Close $26.62 Range $24.96 - $28.77
Q1 2023
Shares 29,479 Value ($000) $843 Avg Close $30.57 Range $24.49 - $34.20
Q4 2022
Shares 33,110 Value ($000) $1,097 Avg Close $31.71 Range $26.93 - $35.47
Q3 2022
Shares 36,530 Value ($000) $1,103,210 Avg Close $30.59 Range $27.09 - $33.72
Q2 2022
Shares 31,213 Value ($000) $971,670 Avg Close $32.74 Range $27.97 - $37.89
Q1 2022
Shares 34,771 Value ($000) $1,433,266 Avg Close $40.82 Range $34.65 - $45.26
Q4 2021
Shares 34,740 Value ($000) $1,545,577 Avg Close $41.02 Range $38.05 - $43.77
Q3 2021
Shares 32,498 Value ($000) $1,379,535 Avg Close $36.09 Range $32.65 - $39.59