Creative Planning’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,504
| Closed | -$46.6K | – | 3609 |
|
|
2025
Q1 | $46.6K | Sell |
14,504
-115,307
| -89% | -$370K | ﹤0.01% | 3334 |
|
|
2024
Q4 | $536K | Buy |
129,811
+19,479
| +18% | +$80.4K | ﹤0.01% | 2145 |
|
|
2024
Q3 | $567K | Buy |
110,332
+69,435
| +170% | +$357K | ﹤0.01% | 1984 |
|
|
2024
Q2 | $264K | Buy |
40,897
+2,879
| +8% | +$18.6K | ﹤0.01% | 2454 |
|
|
2024
Q1 | $306K | Buy |
38,018
+14,071
| +59% | +$113K | ﹤0.01% | 2230 |
|
|
2023
Q4 | $168K | Buy |
+23,947
| New | +$168K | ﹤0.01% | 2474 |
|