Allworth Financial’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40K | Buy |
534
+327
| +158% | +$24.1K | ﹤0.01% | 2493 |
|
|
2025
Q4 | $15.3K | Buy |
207
+174
| +527% | +$11.4K | ﹤0.01% | 2976 |
|
|
2025
Q3 | $1.84K | Buy |
33
+11
| +50% | +$679 | ﹤0.01% | 4038 |
|
|
2025
Q2 | $1.26K | Hold |
22
| – | – | ﹤0.01% | 3895 |
|
|
2025
Q1 | $1.08K | Hold |
22
| – | – | ﹤0.01% | 3440 |
|
|
2024
Q4 | $1.43K | Sell |
22
-14
| -39% | -$792 | ﹤0.01% | 3278 |
|
|
2024
Q3 | $1.71K | Hold |
36
| – | – | ﹤0.01% | 3025 |
|
|
2024
Q2 | $1.83K | Hold |
36
| – | – | ﹤0.01% | 2964 |
|
|
2024
Q1 | $1.34K | Hold |
36
| – | – | ﹤0.01% | 2977 |
|
|
2023
Q4 | $1.19K | Sell |
36
-3
| -8% | -$90 | ﹤0.01% | 2895 |
|
|
2023
Q3 | $1.33K | Buy |
39
+36
| +1,200% | +$1.32K | ﹤0.01% | 2730 |
|
|
2023
Q2 | $95 | Hold |
3
| – | – | ﹤0.01% | 3176 |
|
|
2023
Q1 | $91 | Hold |
3
| – | – | ﹤0.01% | 3102 |
|
|
2022
Q4 | $113 | Hold |
3
| – | – | ﹤0.01% | 2915 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2665 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2401 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q4 | $0 | Sell |
3
-1
| -25% | -$74 | ﹤0.01% | 1927 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | +$309 | ﹤0.01% | 1857 |
|
|
2020
Q2 | – | Sell |
-68
| Closed | -$2K | – | 1183 |
|
|
2020
Q1 | $2K | Buy |
+68
| New | +$4.63K | ﹤0.01% | 1031 |
|
|
2018
Q3 | – | Sell |
-3
| Closed | – | – | 882 |
|
|
2018
Q2 | $0 | Buy |
+3
| New | +$512 | ﹤0.01% | 941 |
|
Other funds holding BFH
VPM
TCAM
VCM
