BFS
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Burkett Financial Services’s Factset FDS Stock Holding History

Burkett Financial Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41K Hold
6
– – ﹤0.01% 246
2026
Q1 		$1.32K Hold
6
– – ﹤0.01% 228
2025
Q4 		$1.76K Hold
6
– – ﹤0.01% 210
2025
Q3 		$1.73K Hold
6
– – ﹤0.01% 201
2025
Q2 		$2.7K Hold
6
– – ﹤0.01% 191
2025
Q1 		$2.73K Hold
6
– – ﹤0.01% 212
2024
Q4 		$2.88K Hold
6
– – ﹤0.01% 182
2024
Q3 		$2.76K Buy
+6
New +$2.55K ﹤0.01% 179

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