Bell Investment Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37K | Buy |
94
+11
| +13% | +$628 | ﹤0.01% | 948 |
|
|
2025
Q1 | $4.16K | Hold |
83
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q4 | $5.07K | Sell |
83
-63
| -43% | -$3.85K | ﹤0.01% | 925 |
|
|
2024
Q3 | $6.95K | Sell |
146
-9
| -6% | -$428 | ﹤0.01% | 776 |
|
|
2024
Q2 | $6.91K | Buy |
155
+16
| +12% | +$713 | ﹤0.01% | 766 |
|
|
2024
Q1 | $5.18K | Buy |
139
+22
| +19% | +$819 | ﹤0.01% | 893 |
|
|
2023
Q4 | $3.85K | Sell |
117
-83
| -42% | -$2.73K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $6.84K | Buy |
200
+60
| +43% | +$2.05K | ﹤0.01% | 657 |
|
|
2023
Q2 | $4.4K | Buy |
140
+52
| +59% | +$1.63K | ﹤0.01% | 886 |
|
|
2023
Q1 | $2.67K | Sell |
88
-26
| -23% | -$789 | ﹤0.01% | 1103 |
|
|
2022
Q4 | $4.29K | Buy |
114
+48
| +73% | +$1.81K | ﹤0.01% | 888 |
|
|
2022
Q3 | $2K | Buy |
66
+18
| +38% | +$545 | ﹤0.01% | 1044 |
|
|
2022
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $2K | Buy |
33
+7
| +27% | +$424 | ﹤0.01% | 1096 |
|
|
2021
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1024 |
|