Number of Shares
275,085.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
2.7%
Total Estimate Gain
$5.57 Mil
% of Total Estimate Gain
66.25%

Lehman & Derafelo Financial Resources LLC's Bank of America Corp Holding Summary

As of 2022-12-31, Lehman & Derafelo Financial Resources LLC held 275,085.00 shares of Bank of America Corp(BAC), totaling $9.11 Mil. This investment constitutes 2.7% of their stock portfolio, and Lehman & Derafelo Financial Resources LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2018Q4. And since then Lehman & Derafelo Financial Resources LLC has made 7 purchases of BAC, at an average price of $27.42, for a total of 306,590.00 shares. In addition, there have been 8 sales at an average price of $36.25 for 31,505.00 shares. Based on historical transaction data and BAC's current price of $46.66, Lehman & Derafelo Financial Resources LLC's estimated gain on his BAC holdings is $5.57 Mil, reflecting a 66.25% gain to date.

Lehman & Derafelo Financial Resources LLC BAC ($46.66) Holding Chart

Lehman & Derafelo Financial Resources LLC BAC ($46.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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