CastleKeep Investment Advisors’s Bread Financial BFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
27,545
+346
+1% +$19.8K 0.77% 30
2025
Q1
$1.36M Sell
27,199
-295
-1% -$14.8K 0.7% 43
2024
Q4
$1.68M Buy
+27,494
New +$1.68M 1.18% 24