Corient Private Wealth’s Brookdale Senior Living BKD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.8K Sell
10,741
-1,191
-10% -$8.29K ﹤0.01% 2458
2025
Q1
$74.7K Sell
11,932
-13,068
-52% -$81.8K ﹤0.01% 2194
2024
Q4
$126K Sell
25,000
-100
-0.4% -$503 ﹤0.01% 2198
2024
Q3
$170K Buy
25,100
+100
+0.4% +$679 ﹤0.01% 2225
2024
Q2
$171K Buy
+25,000
New +$171K ﹤0.01% 2139
2023
Q3
Sell
-49,001
Closed -$207K 2140
2023
Q2
$207K Buy
49,001
+14,001
+40% +$59.1K ﹤0.01% 1853
2023
Q1
$103K Buy
+35,000
New +$103K ﹤0.01% 1866