Geneos Wealth Management’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
93
-50
| -35% | -$2.69K | ﹤0.01% | 2572 |
|
|
2025
Q1 | $8.29K | Buy |
143
+98
| +218% | +$5.68K | ﹤0.01% | 2628 |
|
|
2024
Q4 | $2.16K | Sell |
45
-16
| -26% | -$769 | ﹤0.01% | 2575 |
|
|
2024
Q3 | $2.75K | Buy |
61
+20
| +49% | +$901 | ﹤0.01% | 2226 |
|
|
2024
Q2 | $1.78K | Sell |
41
-7
| -15% | -$303 | ﹤0.01% | 1908 |
|
|
2024
Q1 | $2.47K | Sell |
48
-2
| -4% | -$103 | ﹤0.01% | 1864 |
|
|
2023
Q4 | $2.65K | Hold |
50
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q3 | $2.45K | Hold |
50
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q2 | $2.37K | Hold |
50
| – | – | ﹤0.01% | 1904 |
|
|
2023
Q1 | $2.21K | Hold |
50
| – | – | ﹤0.01% | 1886 |
|
|
2022
Q4 | $2.56K | Buy |
50
+5
| +11% | +$256 | ﹤0.01% | 1846 |
|
|
2022
Q3 | $1K | Sell |
45
-100
| -69% | -$2.22K | ﹤0.01% | 1906 |
|
|
2022
Q2 | $6K | Sell |
145
-5
| -3% | -$207 | ﹤0.01% | 2115 |
|
|
2022
Q1 | $7K | Buy |
150
+4
| +3% | +$187 | ﹤0.01% | 2203 |
|
|
2021
Q4 | $7K | Sell |
146
-25
| -15% | -$1.2K | ﹤0.01% | 2285 |
|
|
2021
Q3 | $7K | Hold |
171
| – | – | ﹤0.01% | 2331 |
|
|
2021
Q2 | $7K | Sell |
171
-18
| -10% | -$737 | ﹤0.01% | 2319 |
|
|
2021
Q1 | $8K | Sell |
189
-877
| -82% | -$37.1K | ﹤0.01% | 2455 |
|
|
2020
Q4 | $7K | Buy |
1,066
+896
| +527% | +$5.88K | ﹤0.01% | 2346 |
|
|
2020
Q3 | $4K | Hold |
170
| – | – | ﹤0.01% | 2230 |
|
|
2020
Q2 | $4K | Buy |
170
+6
| +4% | +$141 | ﹤0.01% | 2192 |
|
|
2020
Q1 | $4K | Sell |
164
-44
| -21% | -$1.07K | ﹤0.01% | 2083 |
|
|
2019
Q4 | $8K | Sell |
208
-19
| -8% | -$731 | ﹤0.01% | 2039 |
|
|
2019
Q3 | $9K | Sell |
227
-59
| -21% | -$2.34K | ﹤0.01% | 1917 |
|
|
2019
Q2 | $10K | Sell |
286
-2
| -0.7% | -$70 | ﹤0.01% | 1893 |
|
|
2019
Q1 | $10K | Sell |
288
-15
| -5% | -$521 | ﹤0.01% | 1829 |
|
|
2018
Q4 | $9K | Sell |
303
-19
| -6% | -$564 | ﹤0.01% | 1807 |
|
|
2018
Q3 | $14K | Sell |
322
-184
| -36% | -$8K | ﹤0.01% | 1717 |
|
|
2018
Q2 | $20K | Sell |
506
-8
| -2% | -$316 | ﹤0.01% | 1435 |
|
|
2018
Q1 | $26K | Buy |
514
+201
| +64% | +$10.2K | ﹤0.01% | 1270 |
|
|
2017
Q4 | $18K | Buy |
313
+47
| +18% | +$2.7K | ﹤0.01% | 1423 |
|
|
2017
Q3 | $16K | Buy |
+266
| New | +$16K | ﹤0.01% | 1399 |
|