Allworth Financial’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $105K | Buy |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $98.7K | Buy |
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|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $71K | Buy |
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|
2023
Q4 | $35.6K | Buy |
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|
2023
Q3 | $7.79K | Buy |
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|
2023
Q2 | $4.81K | Sell |
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|
2023
Q1 | $5.9K | Hold |
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|
2022
Q4 | $5.69K | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $8K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $628K | Buy |
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