Concord Wealth Partners’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-9
| Closed | -$583 | – | 258 |
|
|
2025
Q4 | $583 | Hold |
9
| – | – | ﹤0.01% | 745 |
|
|
2025
Q3 | $478 | Sell |
9
-2
| -18% | -$98 | ﹤0.01% | 773 |
|
|
2025
Q2 | $591 | Buy |
11
+1
| +10% | +$56 | ﹤0.01% | 780 |
|
|
2025
Q1 | $580 | Hold |
10
| – | – | ﹤0.01% | 752 |
|
|
2024
Q4 | $480 | Buy |
10
+1
| +11% | +$49 | ﹤0.01% | 863 |
|
|
2024
Q3 | $405 | Hold |
9
| – | – | ﹤0.01% | 908 |
|
|
2024
Q2 | $390 | Hold |
9
| – | – | ﹤0.01% | 772 |
|
|
2024
Q1 | $464 | Hold |
9
| – | – | ﹤0.01% | 815 |
|
|
2023
Q4 | $476 | Sell |
9
-5
| -36% | -$248 | ﹤0.01% | 778 |
|
|
2023
Q3 | $685 | Sell |
14
-11
| -44% | -$547 | ﹤0.01% | 966 |
|
|
2023
Q2 | $1.18K | Buy |
25
+20
| +400% | +$861 | ﹤0.01% | 933 |
|
|
2023
Q1 | $221 | Hold |
5
| – | – | ﹤0.01% | 958 |
|
|
2022
Q4 | $256 | Buy |
+5
| New | +$261 | ﹤0.01% | 1192 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | – | – | 254 |
|
|
2022
Q2 | $0 | Sell |
5
-10
| -67% | -$483 | ﹤0.01% | 1245 |
|
|
2022
Q1 | $1K | Sell |
15
-6
| -29% | -$320 | ﹤0.01% | 1173 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1.07K | ﹤0.01% | 1198 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$1K | – | 919 |
|
|
2021
Q2 | $1K | Buy |
12
+7
| +140% | +$329 | ﹤0.01% | 946 |
|
|
2021
Q1 | $0 | Buy |
5
+3
| +150% | +$123 | ﹤0.01% | 1003 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | +$67 | ﹤0.01% | 683 |
|
Other funds holding BHF
DCM
VCM
VPM
GCL
