Bailard’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,291
| Closed | -$384K | – | 746 |
|
2024
Q4 | $384K | Buy |
6,291
+1,591
| +34% | +$97.1K | 0.01% | 512 |
|
2024
Q3 | $224K | Buy |
+4,700
| New | +$224K | 0.01% | 682 |
|
2021
Q2 | – | Sell |
-3,007
| Closed | -$269K | – | 708 |
|
2021
Q1 | $269K | Buy |
+3,007
| New | +$269K | 0.01% | 553 |
|
2016
Q1 | – | Sell |
-2,706
| Closed | -$597K | – | 260 |
|
2015
Q4 | $597K | Buy |
+2,706
| New | +$597K | 0.26% | 121 |
|