Allworth Financial’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
138
+68
| +97% | +$8.4K | ﹤0.01% | 2610 |
|
|
2025
Q1 | $8.38K | Buy |
70
+14
| +25% | +$1.68K | ﹤0.01% | 2492 |
|
|
2024
Q4 | $6.52K | Sell |
56
-169
| -75% | -$19.7K | ﹤0.01% | 2630 |
|
|
2024
Q3 | $31.5K | Buy |
225
+2
| +0.9% | +$280 | ﹤0.01% | 1624 |
|
|
2024
Q2 | $26.5K | Buy |
223
+175
| +365% | +$20.8K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $5.44K | Hold |
48
| – | – | ﹤0.01% | 2375 |
|
|
2023
Q4 | $4.52K | Sell |
48
-29
| -38% | -$2.73K | ﹤0.01% | 2313 |
|
|
2023
Q3 | $6.27K | Buy |
77
+5
| +7% | +$407 | ﹤0.01% | 2016 |
|
|
2023
Q2 | $6.66K | Buy |
72
+3
| +4% | +$277 | ﹤0.01% | 1992 |
|
|
2023
Q1 | $5.31K | Buy |
69
+23
| +50% | +$1.77K | ﹤0.01% | 2009 |
|
|
2022
Q4 | $2.9K | Buy |
46
+8
| +21% | +$505 | ﹤0.01% | 2097 |
|
|
2022
Q3 | $2K | Buy |
38
+36
| +1,800% | +$1.9K | ﹤0.01% | 2106 |
|
|
2022
Q2 | $0 | Sell |
2
-803
| -100% | – | ﹤0.01% | 2400 |
|
|
2022
Q1 | $107K | Hold |
805
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $101K | Buy |
805
+100
| +14% | +$12.5K | ﹤0.01% | 674 |
|
|
2021
Q3 | $98K | Buy |
+705
| New | +$98K | ﹤0.01% | 619 |
|