Creative Planning’s Brookline Bancorp BRKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$108K Sell
2025
Q1
$112K Sell
2024
Q4
$124K Buy
2024
Q3
$103K Buy
2023
Q2
Sell
2023
Q1
$111K Buy
2017
Q3
Sell
2017
Q2
$15K Sell
2017
Q1
$27K Hold
2016
Q4
$28K Sell
2016
Q3
$24K Buy
2014
Q4
Sell
2014
Q3
$4K Hold
2014
Q2
$5K Hold
2014
Q1
$5K Buy