Creative Planning’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
Q4 | $243K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $718K | Sell |
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|
2021
Q2 | $984K | Sell |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $449K | Buy |
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|
2018
Q4 | $379K | Buy |
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|
2018
Q3 | $436K | Sell |
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|
2018
Q2 | $438K | Buy |
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|
2018
Q1 | $398K | Buy |
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|
2017
Q4 | $462K | Buy |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $416K | Sell |
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|
2017
Q1 | $611K | Sell |
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|
2016
Q4 | $577K | Sell |
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|
2016
Q3 | $591K | Buy |
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|
2016
Q2 | $489K | Buy |
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|
2016
Q1 | $460K | Buy |
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|
2015
Q4 | $515K | Buy |
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|
2015
Q3 | $405K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $363K | Sell |
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|
2014
Q4 | $500K | Buy |
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|
2014
Q3 | $423K | Buy |
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|
2014
Q2 | $471K | Buy |
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|
2014
Q1 | $442K | Sell |
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|
2013
Q4 | $441K | Buy |
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|
2013
Q3 | $337K | Buy |
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|
2013
Q2 | $241K | Buy |
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