Confluence Wealth Services, Inc.'s ownership history for BAC

Confluence Wealth Services, Inc. currently holds 18.6K shares with a market value of $960.7K. It started holding BAC on 2024-09-30. At its peak, it held 21.0K shares on 2024-09-30. Its highest holding value was $960.7K on 2025-09-30. At its lowest, it held 18.3K shares on 2025-06-30, with a value of $741.0K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 499. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 2.4K.