EverSource Wealth Advisors’s Bread Financial BFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Buy |
711
+398
| +127% | +$22.7K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $15.7K | Buy |
313
+60
| +24% | +$3.01K | ﹤0.01% | 1828 |
|
|
2024
Q4 | $15.4K | Sell |
253
-28
| -10% | -$1.71K | ﹤0.01% | 1765 |
|
|
2024
Q3 | $13.4K | Buy |
281
+39
| +16% | +$1.86K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $13.2K | Hold |
242
| – | – | ﹤0.01% | 1716 |
|
|
2024
Q1 | $8.93K | Buy |
242
+14
| +6% | +$517 | ﹤0.01% | 1750 |
|
|
2023
Q4 | $7.51K | Hold |
228
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q3 | $7.8K | Sell |
228
-45
| -16% | -$1.54K | ﹤0.01% | 1518 |
|
|
2023
Q2 | $8.58K | Buy |
273
+268
| +5,360% | +$8.42K | ﹤0.01% | 1504 |
|
|
2023
Q1 | $152 | Sell |
5
-369
| -99% | -$11.2K | ﹤0.01% | 2317 |
|
|
2022
Q4 | $14.1K | Buy |
374
+363
| +3,300% | +$13.7K | ﹤0.01% | 1193 |
|
|
2022
Q3 | $0 | Sell |
11
-6
| -35% | – | ﹤0.01% | 1974 |
|
|
2022
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1719 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1681 |
|