Corient Private Wealth’s Saul Centers BFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,166
| Closed | -$258K | – | 2539 |
|
|
2025
Q1 | $258K | Sell |
7,166
-70
| -1% | -$2.53K | ﹤0.01% | 1930 |
|
|
2024
Q4 | $281K | Hold |
7,236
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q3 | $304K | Buy |
7,236
+138
| +2% | +$5.79K | ﹤0.01% | 1978 |
|
|
2024
Q2 | $261K | Hold |
7,098
| – | – | ﹤0.01% | 1984 |
|
|
2024
Q1 | $273K | Hold |
7,098
| – | – | ﹤0.01% | 1936 |
|
|
2023
Q4 | $279K | Sell |
7,098
-42
| -0.6% | -$1.65K | ﹤0.01% | 1899 |
|
|
2023
Q3 | $252K | Sell |
7,140
-133
| -2% | -$4.69K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $268K | Buy |
7,273
+1,067
| +17% | +$39.3K | ﹤0.01% | 1743 |
|
|
2023
Q1 | $242K | Buy |
+6,206
| New | +$242K | ﹤0.01% | 1695 |
|