Geneos Wealth Management’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43K | Buy |
130
+61
| +88% | +$3.49K | ﹤0.01% | 2434 |
|
|
2025
Q1 | $8.31K | Sell |
69
-126
| -65% | -$15.2K | ﹤0.01% | 2625 |
|
|
2024
Q4 | $11.9K | Buy |
+195
| New | +$11.9K | ﹤0.01% | 1981 |
|
|
2020
Q1 | – | Sell |
-276
| Closed | -$24K | – | 2482 |
|
|
2019
Q4 | $24K | Buy |
+276
| New | +$24K | ﹤0.01% | 1600 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$1K | – | 2490 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 2217 |
|
|
2016
Q4 | – | Sell |
-16
| Closed | -$2K | – | 2050 |
|
|
2016
Q3 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 1750 |
|
|
2016
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1660 |
|
|
2016
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1642 |
|