Cape Investment Advisory’s Brighthouse Financial BHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19	Closed	-$917	–	317
2025 Q4	$917	Buy	+19	New	+$1.12K	﹤0.01%	1200
2025 Q3	–	Sell	-19	Closed	-$1.02K	–	889
2025 Q2	$1.02K	Hold	19	–	–	﹤0.01%	1035
2025 Q1	$1.1K	Hold	19	–	–	﹤0.01%	957
2024 Q4	$913	Sell	19 -8	-30%	-$391	﹤0.01%	974
2024 Q3	$1.22K	Hold	27	–	–	﹤0.01%	864
2024 Q2	$1.17K	Hold	27	–	–	﹤0.01%	827
2024 Q1	$1.39K	Hold	27	–	–	﹤0.01%	811
2023 Q4	$1.43K	Hold	27	–	–	﹤0.01%	974
2023 Q3	$1.32K	Hold	27	–	–	﹤0.01%	823
2023 Q2	$1.28K	Hold	27	–	–	﹤0.01%	813
2023 Q1	$1.19K	Buy	+27	New	+$1.42K	﹤0.01%	864