Number of Shares
377,203.00
Current Holdings Value*
$15.74 Mil
% of Portfolio
2.55%
Total Estimate Gain
$6.83 Mil
% of Total Estimate Gain
52.79%

Live Oak Private Wealth LLC's Bank of America Corp Holding Summary

As of 2025-03-31, Live Oak Private Wealth LLC held 377,203.00 shares of Bank of America Corp(BAC), totaling $15.74 Mil. This investment constitutes 2.55% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 13 purchases of BAC, at an average price of $30.04, for a total of 430,693.00 shares. In addition, there have been 8 sales at an average price of $35.82 for 53,490.00 shares. Based on historical transaction data and BAC's current price of $47.32, Live Oak Private Wealth LLC's estimated gain on his BAC holdings is $6.83 Mil, reflecting a 52.79% gain to date.

Live Oak Private Wealth LLC BAC ($47.32) Holding Chart

Live Oak Private Wealth LLC BAC ($47.32) 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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