Beacon Pointe Advisors’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
$4.43M Buy
2025
Q1
$3.65M Buy
2024
Q4
$3.99M Buy
2024
Q3
$3.58M Buy
2024
Q2
$2.61M Sell
2024
Q1
$2.8M Buy
2023
Q4
$2.04M Sell
2023
Q3
$2.07M Buy
2023
Q2
$812K Buy
2023
Q1
$728K Buy
2022
Q4
$367K Buy
2022
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$1.59M Buy
2021
Q4
$326K Buy
2021
Q3
Sell
2021
Q2
$245K Buy
2021
Q1
Sell
2020
Q4
$203K Buy