Skip to main content

Edge Capital Group, LLC

SEC CIK
0001767220
Latest filing
Feb 4, 2025

BAC holding history

Bank of America Corp in every 13F filed by Edge Capital Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q4 2024 holdings

Shares (Q4 2024)
216,938
Value
$9.53M
% of portfolio
0.4%
Quarters held
16
Since Q1 2021
Holdings of BAC by Edge Capital Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024216,938$9.53M0.4%+3,278+1.5%AddedHolders
Q3 2024213,660$8.48M0.4%+27,125+14.5%AddedHolders
Q2 2024186,535$7.42M0.4%+23,481+14.4%AddedHolders
Q1 2024163,054$6.18M0.3%+10,902+7.2%AddedHolders
Q4 2023152,152$5.12M0.3%−30,489−16.7%ReducedHolders
Q3 2023182,641$5.00M0.3%−41,517−18.5%ReducedHolders
Q2 2023224,158$6.43M0.4%+3,120+1.4%AddedHolders
Q1 2023221,038$6.32M0.4%+75,753+52.1%AddedHolders
Q4 2022145,285$4.81M0.3%+14,965+11.5%AddedHolders
Q3 2022130,320$3.94M0.3%+14,373+12.4%AddedHolders
Q2 2022115,947$3.61M0.3%−21,778−15.8%ReducedHolders
Q1 2022137,725$5.68M0.4%+5,740+4.3%AddedHolders
Q4 2021131,985$5.87M0.4%−450−0.3%ReducedHolders
Q3 2021132,435$5.62M0.4%−32,343−19.6%ReducedHolders
Q2 2021164,778$6.79M0.5%−721−0.4%ReducedHolders
Q1 2021165,499$6.40M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.