IFP Advisors’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 | $10.5K | Buy |
137
+99
| +261% | +$7.55K | ﹤0.01% | 2890 |
|
|
2025
Q1 | $1.9K | Hold |
38
| – | – | ﹤0.01% | 3159 |
|
|
2024
Q4 | $2.32K | Buy |
38
+5
| +15% | +$305 | ﹤0.01% | 3049 |
|
|
2024
Q3 | $1.57K | Hold |
33
| – | – | ﹤0.01% | 2981 |
|
|
2024
Q2 | $1.47K | Hold |
33
| – | – | ﹤0.01% | 2894 |
|
|
2024
Q1 | $1.23K | Hold |
33
| – | – | ﹤0.01% | 2807 |
|
|
2023
Q4 | $1.09K | Hold |
33
| – | – | ﹤0.01% | 2802 |
|
|
2023
Q3 | $1.13K | Hold |
33
| – | – | ﹤0.01% | 2979 |
|
|
2023
Q2 | $1.04K | Hold |
33
| – | – | ﹤0.01% | 3072 |
|
|
2023
Q1 | $6.93K | Sell |
33
-548
| -94% | -$115K | ﹤0.01% | 2434 |
|
|
2022
Q4 | $127K | Buy |
581
+26
| +5% | +$5.68K | ﹤0.01% | 1616 |
|
|
2022
Q3 | $116K | Buy |
555
+124
| +29% | +$25.9K | ﹤0.01% | 1755 |
|
|
2022
Q2 | $90K | Hold |
431
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q1 | $90K | Buy |
431
+392
| +1,005% | +$81.9K | ﹤0.01% | 1753 |
|
|
2021
Q4 | $3K | Sell |
39
-10
| -20% | -$769 | ﹤0.01% | 2594 |
|
|
2021
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 2557 |
|
|
2021
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 2514 |
|
|
2021
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 2375 |
|
|
2020
Q4 | $2K | Sell |
49
-39
| -44% | -$1.59K | ﹤0.01% | 2561 |
|
|
2020
Q3 | $2K | Buy |
88
+24
| +38% | +$545 | ﹤0.01% | 2425 |
|
|
2020
Q2 | $3K | Buy |
64
+36
| +129% | +$1.69K | ﹤0.01% | 2220 |
|
|
2020
Q1 | $1K | Buy |
28
+17
| +155% | +$607 | ﹤0.01% | 2447 |
|
|
2019
Q4 | $1K | Sell |
11
-286
| -96% | -$26K | ﹤0.01% | 2616 |
|
|
2019
Q3 | $30K | Buy |
+297
| New | +$30K | ﹤0.01% | 1585 |
|
|
2019
Q1 | $10K | Sell |
75
-8
| -10% | -$1.07K | ﹤0.01% | 1595 |
|
|
2018
Q4 | $10K | Sell |
83
-30
| -27% | -$3.61K | ﹤0.01% | 2452 |
|
|
2018
Q3 | $21K | Sell |
113
-37
| -25% | -$6.88K | ﹤0.01% | 2400 |
|
|
2018
Q2 | $28K | Sell |
150
-12
| -7% | -$2.24K | ﹤0.01% | 2236 |
|
|
2018
Q1 | $33K | Hold |
162
| – | – | ﹤0.01% | 2046 |
|
|
2017
Q4 | $33K | Buy |
162
+7
| +5% | +$1.43K | ﹤0.01% | 2041 |
|
|
2017
Q3 | $28K | Buy |
155
+2
| +1% | +$361 | ﹤0.01% | 2349 |
|
|
2017
Q2 | $31K | Sell |
153
-179
| -54% | -$36.3K | ﹤0.01% | 2271 |
|
|
2017
Q1 | $66K | Sell |
332
-78
| -19% | -$15.5K | ﹤0.01% | 1739 |
|
|
2016
Q4 | $75K | Sell |
410
-105
| -20% | -$19.2K | ﹤0.01% | 1622 |
|
|
2016
Q3 | $88K | Buy |
515
+108
| +27% | +$18.5K | ﹤0.01% | 1441 |
|
|
2016
Q2 | $64K | Buy |
407
+332
| +443% | +$52.2K | ﹤0.01% | 1606 |
|
|
2016
Q1 | $10K | Sell |
75
-692
| -90% | -$92.3K | ﹤0.01% | 1595 |
|
|
2015
Q4 | $169K | Buy |
+767
| New | +$169K | 0.01% | 909 |
|