Creative Planning’s Brookline Bancorp BRKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
10,192
-98
| -1% | -$1.03K | ﹤0.01% | 3397 |
|
|
2025
Q1 | $112K | Sell |
10,290
-183
| -2% | -$2K | ﹤0.01% | 3215 |
|
|
2024
Q4 | $124K | Buy |
10,473
+285
| +3% | +$3.36K | ﹤0.01% | 3104 |
|
|
2024
Q3 | $103K | Buy |
+10,188
| New | +$103K | ﹤0.01% | 3014 |
|
|
2023
Q2 | – | Sell |
-10,577
| Closed | -$111K | – | 2558 |
|
|
2023
Q1 | $111K | Buy |
+10,577
| New | +$111K | ﹤0.01% | 2230 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 2072 |
|
|
2017
Q2 | $15K | Sell |
1,000
-700
| -41% | -$10.5K | ﹤0.01% | 3314 |
|
|
2017
Q1 | $27K | Hold |
1,700
| – | – | ﹤0.01% | 2876 |
|
|
2016
Q4 | $28K | Sell |
1,700
-300
| -15% | -$4.94K | ﹤0.01% | 2809 |
|
|
2016
Q3 | $24K | Buy |
+2,000
| New | +$24K | ﹤0.01% | 2893 |
|
|
2014
Q4 | – | Sell |
-521
| Closed | -$4K | – | 4007 |
|
|
2014
Q3 | $4K | Hold |
521
| – | – | ﹤0.01% | 3309 |
|
|
2014
Q2 | $5K | Hold |
521
| – | – | ﹤0.01% | 3112 |
|
|
2014
Q1 | $5K | Buy |
+521
| New | +$5K | ﹤0.01% | 2994 |
|