Forum Financial Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $996K | Hold |
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|
2025
Q2 | $896K | Hold |
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|
2025
Q1 | $740K | Hold |
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|
2024
Q4 | $641K | Buy |
|
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|
2024
Q3 | $575K | Hold |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $326K | Buy |
|