Clearstead Advisors’s Berry Corp BRY Stock Holding History

Clearstead Advisors’s Portfolio BRY Stock Details BRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-704	Closed	-$2.66K	–	2810
2025 Q3	$2.66K	Buy	704 +217	+45%	+$703	﹤0.01%	2365
2025 Q2	$1.35K	Buy	+487	New	+$1.3K	﹤0.01%	2390

Other funds holding BRY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clearstead Advisors's BRY Position: Q4 2025 in Review

Clearstead Advisors sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 704 shares — an estimated $2.66K sold.

Clearstead Advisors first reported a position in BRY in Q2 2025 and held it in 2 quarters. The position peaked at $2.66K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

Clearstead Advisors reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 704 Berry Corp shares in Q4 2025, an estimated $2.66K.
Clearstead Advisors first reported a position in Berry Corp in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Berry Corp position peaked at $2.66K in Q3 2025.
2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.