Creative Planning’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
21,493
+8,568
| +66% | +$461K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $750K | Buy |
12,925
+2,156
| +20% | +$125K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $517K | Buy |
10,769
+2,926
| +37% | +$141K | ﹤0.01% | 2183 |
|
|
2024
Q3 | $353K | Buy |
7,843
+420
| +6% | +$18.9K | ﹤0.01% | 2394 |
|
|
2024
Q2 | $322K | Sell |
7,423
-1,635
| -18% | -$70.9K | ﹤0.01% | 2280 |
|
|
2024
Q1 | $467K | Sell |
9,058
-2,642
| -23% | -$136K | ﹤0.01% | 1896 |
|
|
2023
Q4 | $619K | Buy |
11,700
+3,414
| +41% | +$181K | ﹤0.01% | 1547 |
|
|
2023
Q3 | $406K | Buy |
8,286
+1,665
| +25% | +$81.5K | ﹤0.01% | 1706 |
|
|
2023
Q2 | $314K | Sell |
6,621
-1,245
| -16% | -$59K | ﹤0.01% | 1873 |
|
|
2023
Q1 | $347K | Buy |
7,866
+1,118
| +17% | +$49.3K | ﹤0.01% | 1698 |
|
|
2022
Q4 | $346K | Buy |
+6,748
| New | +$346K | ﹤0.01% | 1627 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 2229 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2208 |
|
|
2017
Q4 | – | Sell |
-4,374
| Closed | -$266K | – | 1882 |
|
|
2017
Q3 | $266K | Buy |
+4,374
| New | +$266K | ﹤0.01% | 1389 |
|