CAPTRUST Financial Advisors’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,843
| Closed | -$203K | – | 2199 |
|
|
2023
Q4 | $203K | Buy |
+3,843
| New | +$203K | ﹤0.01% | 2389 |
|
|
2023
Q1 | – | Sell |
-5,136
| Closed | -$263K | – | 2317 |
|
|
2022
Q4 | $263K | Buy |
+5,136
| New | +$263K | ﹤0.01% | 1758 |
|
|
2022
Q3 | – | Sell |
-4,090
| Closed | -$168K | – | 2281 |
|
|
2022
Q2 | $168K | Buy |
4,090
+1,019
| +33% | +$41.9K | ﹤0.01% | 1818 |
|
|
2022
Q1 | $159K | Buy |
3,071
+268
| +10% | +$13.9K | ﹤0.01% | 1889 |
|
|
2021
Q4 | $145K | Sell |
2,803
-168
| -6% | -$8.69K | ﹤0.01% | 1872 |
|
|
2021
Q3 | $134K | Sell |
2,971
-261
| -8% | -$11.8K | ﹤0.01% | 1841 |
|
|
2021
Q2 | $147K | Sell |
3,232
-1,116
| -26% | -$50.8K | ﹤0.01% | 1746 |
|
|
2021
Q1 | $192K | Buy |
4,348
+3,227
| +288% | +$142K | ﹤0.01% | 1503 |
|
|
2020
Q4 | $41K | Buy |
1,121
+834
| +291% | +$30.5K | ﹤0.01% | 1911 |
|
|
2020
Q3 | $8K | Buy |
287
+6
| +2% | +$167 | ﹤0.01% | 2354 |
|
|
2020
Q2 | $7K | Buy |
+281
| New | +$7K | ﹤0.01% | 2295 |
|
|
2019
Q4 | – | Sell |
-333
| Closed | -$13K | – | 1086 |
|
|
2019
Q3 | $13K | Buy |
333
+2
| +0.6% | +$78 | ﹤0.01% | 1414 |
|
|
2019
Q2 | $12K | Buy |
331
+133
| +67% | +$4.82K | ﹤0.01% | 1439 |
|
|
2019
Q1 | $7K | Sell |
198
-229
| -54% | -$8.1K | ﹤0.01% | 1458 |
|
|
2018
Q4 | $13K | Buy |
427
+421
| +7,017% | +$12.8K | ﹤0.01% | 1150 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1567 |
|
|
2018
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1510 |
|
|
2018
Q1 | – | Sell |
-236
| Closed | -$14K | – | 1328 |
|
|
2017
Q4 | $14K | Buy |
+236
| New | +$14K | ﹤0.01% | 897 |
|