Carolina Wealth Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $130K | Sell |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $96.4K | Sell |
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|
2024
Q1 | $626K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $585K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $20K | Sell |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $19K | Buy |
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