HighMark Wealth Management’s Brighthouse Financial BHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$299	Hold	5	–	–	﹤0.01%	523
2025 Q4	$323	Hold	5	–	–	﹤0.01%	553
2025 Q3	$265	Hold	5	–	–	﹤0.01%	573
2025 Q2	$269	Buy	+5	New	+$281	﹤0.01%	580
2024 Q4	–	Sell	-5	Closed	-$225	–	582
2024 Q3	$225	Hold	5	–	–	﹤0.01%	565
2024 Q2	$217	Buy	+5	New	+$231	﹤0.01%	562
2023 Q2	–	Sell	-2	Closed	-$88	–	567
2023 Q1	$88	Hold	2	–	–	﹤0.01%	595
2022 Q4	$103	Hold	2	–	–	﹤0.01%	526
2022 Q3	$0	Hold	2	–	–	﹤0.01%	519
2022 Q2	$0	Hold	2	–	–	﹤0.01%	514
2022 Q1	$0	Hold	2	–	–	﹤0.01%	509
2021 Q4	$0	Hold	2	–	–	﹤0.01%	496
2021 Q3	$0	Hold	2	–	–	﹤0.01%	500
2021 Q2	$0	Hold	2	–	–	﹤0.01%	506
2021 Q1	$0	Sell	2 -4	-67%	-$164	﹤0.01%	478
2020 Q4	$0	Hold	6	–	–	﹤0.01%	448
2020 Q3	$0	Hold	6	–	–	﹤0.01%	446
2020 Q2	$0	Hold	6	–	–	﹤0.01%	431
2020 Q1	$0	Hold	6	–	–	﹤0.01%	356
2019 Q4	$0	Buy	+6	New	+$236	﹤0.01%	390