Forum Financial Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Hold |
48,199
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $740K | Hold |
48,199
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $641K | Buy |
48,199
+874
| +2% | +$11.6K | 0.01% | 303 |
|
|
2024
Q3 | $575K | Hold |
47,325
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $507K | Hold |
47,325
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $447K | Hold |
47,325
| – | – | 0.01% | 361 |
|
|
2023
Q4 | $373K | Buy |
47,325
+15,820
| +50% | +$125K | 0.01% | 378 |
|
|
2023
Q3 | $245K | Hold |
31,505
| – | – | 0.01% | 494 |
|
|
2023
Q2 | $248K | Sell |
31,505
-12
| -0% | -$94 | 0.01% | 508 |
|
|
2023
Q1 | $227K | Buy |
31,517
+12
| +0% | +$86 | 0.01% | 503 |
|
|
2022
Q4 | $246K | Hold |
31,505
| – | – | 0.01% | 462 |
|
|
2022
Q3 | $202K | Hold |
31,505
| – | – | 0.01% | 495 |
|
|
2022
Q2 | $239K | Buy |
+31,505
| New | +$239K | 0.01% | 447 |
|
|
2022
Q1 | – | Sell |
-31,505
| Closed | -$326K | – | 618 |
|
|
2021
Q4 | $326K | Buy |
+31,505
| New | +$326K | 0.02% | 375 |
|