Cerity Partners’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
Q3 | $264K | Sell |
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|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $337K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.08M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $333K | Sell |
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|
2017
Q4 | $415K | Sell |
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|
2017
Q3 | $376K | Sell |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.12M | Buy |
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