Independent Advisor Alliance’s Brighthouse Financial BHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Sell	26,551 -14,466	-35%	-$903K	0.02%	632
2025 Q4	$2.66M	Sell	41,017 -7,705	-16%	-$453K	0.06%	241
2025 Q3	$2.59M	Buy	48,722 +497	+1%	+$24.3K	0.07%	243
2025 Q2	$2.59M	Sell	48,225 -14,613	-23%	-$821K	0.07%	224
2025 Q1	$3.64M	Buy	62,838 +5,007	+9%	+$280K	0.12%	155
2024 Q4	$2.78M	Buy	57,831 +1,694	+3%	+$82.8K	0.04%	425
2024 Q3	$2.53M	Buy	56,137 +8,430	+18%	+$379K	0.09%	187
2024 Q2	$2.07M	Buy	47,707 +22,051	+86%	+$1.02M	0.07%	216
2024 Q1	$1.32M	Buy	25,656 +13,646	+114%	+$678K	0.05%	280
2023 Q4	$636K	Sell	12,010 -2,072	-15%	-$103K	0.02%	386
2023 Q3	$689K	Buy	14,082 +3,358	+31%	+$167K	0.03%	354
2023 Q2	$508K	Sell	10,724 -1,164	-10%	-$50.1K	0.02%	422
2023 Q1	$524K	Sell	11,888 -17,097	-59%	-$898K	0.03%	417
2022 Q4	$1.49K	Sell	28,985 -387	-1%	-$20.2K	﹤0.01%	273
2022 Q3	$1.27M	Buy	29,372 +1,943	+7%	+$88.5K	0.07%	229
2022 Q2	$1.13M	Buy	27,429 +7,942	+41%	+$383K	0.06%	251
2022 Q1	$1.01M	Buy	19,487 +8,885	+84%	+$474K	0.05%	279
2021 Q4	$549K	Buy	+10,602	New	+$542K	0.03%	374
2021 Q2	–	Sell	-5,147	Closed	-$228K	–	621
2021 Q1	$228K	Buy	+5,147	New	+$211K	0.01%	528
2019 Q3	–	Sell	-7,161	Closed	-$263K	–	456
2019 Q2	$263K	Buy	+7,161	New	+$277K	0.04%	323