Caldwell Trust’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17K | Sell |
59
-9
|
|
||||
|
2025
Q1 | $3.94K | Hold |
68
|
|
||||
|
2024
Q4 | $3.27K | Hold |
68
|
|
||||
|
2024
Q3 | $3.06K | Buy |
68
+9
|
|
||||
|
2024
Q2 | $2.56K | Hold |
59
|
|
||||
|
2024
Q1 | $3.04K | Hold |
59
|
|
||||
|
2023
Q4 | $3.12K | Hold |
59
|
|
||||
|
2023
Q3 | $2.89K | Hold |
59
|
|
||||
|
2023
Q2 | $2.79K | Hold |
59
|
|
||||
|
2023
Q1 | $2.6K | Hold |
59
|
|
||||
|
2022
Q4 | $3.02K | Hold |
59
|
|
||||
|
2022
Q3 | $2.56K | Buy |
+59
|
|
||||
|
2022
Q2 | – | Sell |
-26
|
|
||||
|
2022
Q1 | $1.34K | Buy |
+26
|
|
||||
|
2020
Q3 | – | Sell |
-5
|
|
||||
|
2020
Q2 | $139 | Sell |
5
-9
|
|
||||
|
2020
Q1 | $338 | Sell |
14
-24
|
|
||||
|
2019
Q4 | $1.49K | Buy |
+38
|
|