Creative Planning’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	$1.55M	Sell	25,892 -5,286	-17%	-$330K	﹤0.01%	2111
2025 Q4	$2.02M	Buy	31,178 +7,461	+31%	+$438K	﹤0.01%	1729
2025 Q3	$1.26M	Buy	23,717 +2,224	+10%	+$109K	﹤0.01%	1911
2025 Q2	$1.16M	Buy	21,493 +8,568	+66%	+$482K	﹤0.01%	1730
2025 Q1	$750K	Buy	12,925 +2,156	+20%	+$120K	﹤0.01%	1954
2024 Q4	$517K	Buy	10,769 +2,926	+37%	+$143K	﹤0.01%	2189
2024 Q3	$353K	Buy	7,843 +420	+6%	+$18.9K	﹤0.01%	2394
2024 Q2	$322K	Sell	7,423 -1,635	-18%	-$75.4K	﹤0.01%	2289
2024 Q1	$467K	Sell	9,058 -2,642	-23%	-$131K	﹤0.01%	1902
2023 Q4	$619K	Buy	11,700 +3,414	+41%	+$170K	﹤0.01%	1551
2023 Q3	$406K	Buy	8,286 +1,665	+25%	+$82.7K	﹤0.01%	1710
2023 Q2	$314K	Sell	6,621 -1,245	-16%	-$53.6K	﹤0.01%	1881
2023 Q1	$347K	Buy	7,866 +1,118	+17%	+$58.7K	﹤0.01%	1704
2022 Q4	$346K	Buy	+6,748	New	+$353K	﹤0.01%	1634
2022 Q3	–	Sell	-1	Closed	–	–	2327
2022 Q2	$0	Buy	+1	New	+$48	﹤0.01%	2300
2017 Q4	–	Sell	-4,374	Closed	-$266K	–	1909
2017 Q3	$266K	Buy	+4,374	New	+$249K	﹤0.01%	1401