IFP Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.9K | Sell |
987
-1,822
| -65% | -$80.8K | ﹤0.01% | 2381 |
|
|
2025
Q4 | $129K | Sell |
2,809
-31
| -1% | -$1.41K | ﹤0.01% | 1627 |
|
|
2025
Q3 | $130K | Buy |
2,840
+2,700
| +1,929% | +$120K | ﹤0.01% | 1520 |
|
|
2025
Q2 | $5.75K | Sell |
140
-402
| -74% | -$14.9K | ﹤0.01% | 3276 |
|
|
2025
Q1 | $18.9K | Buy |
542
+80
| +17% | +$3.02K | ﹤0.01% | 2307 |
|
|
2024
Q4 | $17.7K | Buy |
462
+277
| +150% | +$10.4K | ﹤0.01% | 2305 |
|
|
2024
Q3 | $6.54K | Buy |
+185
| New | +$5.84K | ﹤0.01% | 2581 |
|
|
2023
Q4 | – | Sell |
-15,635
| Closed | -$326K | – | 3082 |
|
|
2023
Q3 | $326K | Sell |
15,635
-1,593
| -9% | -$35.9K | 0.01% | 750 |
|
|
2023
Q2 | $386K | Sell |
17,228
-2,250
| -12% | -$47.7K | 0.02% | 746 |
|
|
2023
Q1 | $507K | Sell |
19,478
-21,810
| -53% | -$491K | 0.02% | 609 |
|
|
2022
Q4 | $1.11M | Buy |
41,288
+15,187
| +58% | +$340K | 0.03% | 585 |
|
|
2022
Q3 | $580K | Buy |
26,101
+66
| +0.3% | +$1.71K | 0.02% | 854 |
|
|
2022
Q2 | $576K | Hold |
26,035
| – | – | 0.02% | 781 |
|
|
2022
Q1 | $576K | Buy |
26,035
+1,359
| +6% | +$40.6K | 0.02% | 781 |
|
|
2021
Q4 | $802K | Sell |
24,676
-154
| -0.6% | -$4.87K | 0.02% | 456 |
|
|
2021
Q3 | $714K | Sell |
24,830
-418
| -2% | -$12.2K | 0.01% | 484 |
|
|
2021
Q2 | $692K | Sell |
25,248
-457
| -2% | -$11.7K | 0.01% | 456 |
|
|
2021
Q1 | $614K | Sell |
25,705
-1,121
| -4% | -$25K | 0.01% | 463 |
|
|
2020
Q4 | $593K | Sell |
26,826
-6,693
| -20% | -$134K | 0.02% | 458 |
|
|
2020
Q3 | $598K | Buy |
33,519
+4,529
| +16% | +$80.9K | 0.04% | 394 |
|
|
2020
Q2 | $506K | Sell |
28,990
-178
| -0.6% | -$3.13K | 0.04% | 412 |
|
|
2020
Q1 | $454K | Buy |
29,168
+1,345
| +5% | +$27.7K | 0.05% | 372 |
|
|
2019
Q4 | $578K | Buy |
27,823
+1,724
| +7% | +$34.4K | 0.04% | 399 |
|
|
2019
Q3 | $501K | Buy |
+26,099
| New | +$473K | 0.03% | 490 |
|
|
2019
Q1 | $25K | Sell |
1,502
-8,579
| -85% | -$134K | ﹤0.01% | 1242 |
|
|
2018
Q4 | $137K | Sell |
10,081
-3,201
| -24% | -$47.8K | 0.01% | 1030 |
|
|
2018
Q3 | $211K | Sell |
13,282
-3,349
| -20% | -$50.9K | 0.01% | 1045 |
|
|
2018
Q2 | $241K | Sell |
16,631
-6,789
| -29% | -$96.9K | 0.01% | 968 |
|
|
2018
Q1 | $364K | Hold |
23,420
| – | – | 0.02% | 752 |
|
|
2017
Q4 | $364K | Sell |
23,420
-1,580
| -6% | -$23.9K | 0.02% | 753 |
|
|
2017
Q3 | $368K | Sell |
25,000
-687
| -3% | -$9.64K | 0.01% | 823 |
|
|
2017
Q2 | $359K | Buy |
25,687
+19,810
| +337% | +$267K | 0.02% | 818 |
|
|
2017
Q1 | $76K | Sell |
5,877
-253
| -4% | -$3.21K | ﹤0.01% | 1675 |
|
|
2016
Q4 | $72K | Buy |
6,130
+258
| +4% | +$3.15K | ﹤0.01% | 1659 |
|
|
2016
Q3 | $74K | Hold |
5,872
| – | – | ﹤0.01% | 1556 |
|
|
2016
Q2 | $69K | Buy |
5,872
+4,346
| +285% | +$52K | ﹤0.01% | 1563 |
|
|
2016
Q1 | $25K | Sell |
1,526
-5,630
| -79% | -$60.7K | ﹤0.01% | 1242 |
|
|
2015
Q4 | $79K | Buy |
+7,156
| New | +$84K | 0.01% | 1312 |
|
Other funds holding BN
PVI
VCM
PSCM
BC
