Caldwell Trust’s Brighthouse Financial BHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.13K Hold
2025
Q2
$3.17K Sell
2025
Q1
$3.94K Hold
2024
Q4
$3.27K Hold
2024
Q3
$3.06K Buy
2024
Q2
$2.56K Hold
2024
Q1
$3.04K Hold
2023
Q4
$3.12K Hold
2023
Q3
$2.89K Hold
2023
Q2
$2.79K Hold
2023
Q1
$2.6K Hold
2022
Q4
$3.02K Hold
2022
Q3
$2.56K Buy
2022
Q2
Sell
2022
Q1
$1.34K Buy
2020
Q3
Sell
2020
Q2
$139 Sell
2020
Q1
$338 Sell
2019
Q4
$1.49K Buy