IFP Advisors’s Berry Corp BRY Stock Holding History

IFP Advisors’s Portfolio BRY Stock Details BRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-73	Closed	-$231	–	5037
2025 Q4	$231	Buy	73 +4	+6%	+$14	﹤0.01%	4452
2025 Q3	$261	Buy	+69	New	+$224	﹤0.01%	4341
2025 Q2	–	Hold	0	–	–	–	4633
2025 Q1	–	Sell	-2	Closed	-$8	–	4354
2024 Q4	$8	Buy	+2	New	+$9	﹤0.01%	4539
2019 Q4	–	Sell	-504	Closed	-$4.71K	–	2855
2019 Q3	$5K	Buy	+504	New	+$4.75K	﹤0.01%	2321
2019 Q1	$3K	Hold	302	–	–	﹤0.01%	1989
2018 Q4	$3K	Hold	302	–	–	﹤0.01%	3016
2018 Q3	$5K	Buy	+302	New	+$4.49K	﹤0.01%	3182

Other funds holding BRY

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

IFP Advisors's BRY Position: Q1 2026 in Review

IFP Advisors sold out of Berry Corp (BRY) in Q1 2026, closing a stake of 73 shares — an estimated $231 sold.

IFP Advisors first reported a position in BRY in Q3 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2019. 1 fund tracked by Wall St. Rank holds BRY as of Q1 2026.

IFP Advisors reported no remaining Berry Corp position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 73 Berry Corp shares in Q1 2026, an estimated $231.
IFP Advisors first reported a position in Berry Corp in Q3 2018 and held it in 7 quarters.
IFP Advisors's Berry Corp position peaked at $5K in Q3 2019.
1 fund tracked by Wall St. Rank held Berry Corp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.