IFP Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75K | Sell |
93
-268
| -74% | -$16.6K | ﹤0.01% | 3276 |
|
|
2025
Q1 | $18.9K | Buy |
361
+53
| +17% | +$2.78K | ﹤0.01% | 2307 |
|
|
2024
Q4 | $17.7K | Buy |
308
+185
| +150% | +$10.6K | ﹤0.01% | 2305 |
|
|
2024
Q3 | $6.54K | Buy |
+123
| New | +$6.54K | ﹤0.01% | 2581 |
|
|
2023
Q4 | – | Sell |
-10,423
| Closed | -$326K | – | 3082 |
|
|
2023
Q3 | $326K | Sell |
10,423
-1,062
| -9% | -$33.2K | 0.01% | 750 |
|
|
2023
Q2 | $386K | Sell |
11,485
-1,500
| -12% | -$50.5K | 0.02% | 746 |
|
|
2023
Q1 | $507K | Sell |
12,985
-14,540
| -53% | -$568K | 0.02% | 609 |
|
|
2022
Q4 | $1.11M | Buy |
27,525
+10,124
| +58% | +$409K | 0.03% | 585 |
|
|
2022
Q3 | $580K | Buy |
17,401
+45
| +0.3% | +$1.5K | 0.02% | 855 |
|
|
2022
Q2 | $576K | Hold |
17,356
| – | – | 0.02% | 782 |
|
|
2022
Q1 | $576K | Buy |
17,356
+905
| +6% | +$30K | 0.02% | 782 |
|
|
2021
Q4 | $802K | Sell |
16,451
-103
| -0.6% | -$5.02K | 0.02% | 452 |
|
|
2021
Q3 | $714K | Sell |
16,554
-278
| -2% | -$12K | 0.01% | 467 |
|
|
2021
Q2 | $692K | Sell |
16,832
-305
| -2% | -$12.5K | 0.01% | 456 |
|
|
2021
Q1 | $614K | Sell |
17,137
-747
| -4% | -$26.8K | 0.01% | 463 |
|
|
2020
Q4 | $593K | Sell |
17,884
-4,462
| -20% | -$148K | 0.02% | 458 |
|
|
2020
Q3 | $598K | Buy |
22,346
+3,020
| +16% | +$80.8K | 0.04% | 394 |
|
|
2020
Q2 | $506K | Sell |
19,326
-119
| -0.6% | -$3.12K | 0.04% | 412 |
|
|
2020
Q1 | $454K | Buy |
19,445
+897
| +5% | +$20.9K | 0.05% | 372 |
|
|
2019
Q4 | $578K | Buy |
18,548
+1,149
| +7% | +$35.8K | 0.04% | 399 |
|
|
2019
Q3 | $501K | Buy |
+17,399
| New | +$501K | 0.03% | 490 |
|
|
2019
Q1 | $25K | Sell |
1,002
-5,719
| -85% | -$143K | ﹤0.01% | 1242 |
|
|
2018
Q4 | $137K | Sell |
6,721
-2,134
| -24% | -$43.5K | 0.01% | 1024 |
|
|
2018
Q3 | $211K | Sell |
8,855
-2,233
| -20% | -$53.2K | 0.01% | 1041 |
|
|
2018
Q2 | $241K | Sell |
11,088
-4,525
| -29% | -$98.4K | 0.01% | 965 |
|
|
2018
Q1 | $364K | Hold |
15,613
| – | – | 0.02% | 752 |
|
|
2017
Q4 | $364K | Sell |
15,613
-1,054
| -6% | -$24.6K | 0.02% | 750 |
|
|
2017
Q3 | $368K | Sell |
16,667
-458
| -3% | -$10.1K | 0.01% | 821 |
|
|
2017
Q2 | $359K | Buy |
17,125
+13,207
| +337% | +$277K | 0.02% | 817 |
|
|
2017
Q1 | $76K | Sell |
3,918
-168
| -4% | -$3.26K | ﹤0.01% | 1667 |
|
|
2016
Q4 | $72K | Buy |
4,086
+172
| +4% | +$3.03K | ﹤0.01% | 1652 |
|
|
2016
Q3 | $74K | Hold |
3,914
| – | – | ﹤0.01% | 1549 |
|
|
2016
Q2 | $69K | Buy |
3,914
+2,896
| +284% | +$51.1K | ﹤0.01% | 1556 |
|
|
2016
Q1 | $25K | Sell |
1,018
-3,753
| -79% | -$92.2K | ﹤0.01% | 1242 |
|
|
2015
Q4 | $79K | Buy |
+4,771
| New | +$79K | 0.01% | 1307 |
|