BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 819,094 Value ($000) $45,050 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 376,374 Value ($000) $19,417 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 349,871 Value ($000) $16,556 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 272,594 Value ($000) $11,375 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 265,343 Value ($000) $11,662 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 265,796 Value ($000) $10,547 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 244,950 Value ($000) $9,742 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 146,033 Value ($000) $5,538 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 140,696 Value ($000) $4,737 Avg Close $27.61 Range $23.60 - $32.47