IFP Advisors’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4633 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$8 | – | 4361 |
|
|
2024
Q4 | $8 | Buy |
+2
| New | +$8 | ﹤0.01% | 4539 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3471 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3190 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3116 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3038 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2922 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2807 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2811 |
|
|
2019
Q4 | – | Sell |
-504
| Closed | -$5K | – | 2905 |
|
|
2019
Q3 | $5K | Buy |
+504
| New | +$5K | ﹤0.01% | 2314 |
|
|
2019
Q1 | $3K | Hold |
302
| – | – | ﹤0.01% | 1989 |
|
|
2018
Q4 | $3K | Hold |
302
| – | – | ﹤0.01% | 2968 |
|
|
2018
Q3 | $5K | Buy |
+302
| New | +$5K | ﹤0.01% | 3144 |
|
|
2016
Q2 | – | Sell |
-302
| Closed | -$3K | – | 3852 |
|
|
2016
Q1 | $3K | Buy |
+302
| New | +$3K | ﹤0.01% | 1989 |
|