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 |
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|
2025
Q2 | $3.17K | Sell |
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|
2025
Q1 | $3.94K | Hold |
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|
2024
Q4 | $3.27K | Hold |
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|
2024
Q3 | $3.06K | Buy |
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|
2024
Q2 | $2.56K | Hold |
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|
2024
Q1 | $3.04K | Hold |
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|
2023
Q4 | $3.12K | Hold |
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|
2023
Q3 | $2.89K | Hold |
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|
2023
Q2 | $2.79K | Hold |
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|
2023
Q1 | $2.6K | Hold |
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|
2022
Q4 | $3.02K | Hold |
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|
2022
Q3 | $2.56K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.34K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $139 | Sell |
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|
2020
Q1 | $338 | Sell |
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|
2019
Q4 | $1.49K | Buy |
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