Independent Advisor Alliance’s Brighthouse Financial BHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
48,225
-14,613
-23% -$786K 0.07% 224
2025
Q1
$3.64M Buy
62,838
+5,007
+9% +$290K 0.12% 155
2024
Q4
$2.78M Buy
57,831
+1,694
+3% +$81.4K 0.04% 425
2024
Q3
$2.53M Buy
56,137
+8,430
+18% +$380K 0.09% 187
2024
Q2
$2.07M Buy
47,707
+22,051
+86% +$956K 0.07% 216
2024
Q1
$1.32M Buy
25,656
+13,646
+114% +$703K 0.05% 280
2023
Q4
$636K Sell
12,010
-2,072
-15% -$110K 0.02% 386
2023
Q3
$689K Buy
14,082
+3,358
+31% +$164K 0.03% 354
2023
Q2
$508K Sell
10,724
-1,164
-10% -$55.1K 0.02% 422
2023
Q1
$524K Sell
11,888
-17,097
-59% -$754K 0.03% 417
2022
Q4
$1.49K Sell
28,985
-387
-1% -$20 ﹤0.01% 273
2022
Q3
$1.28M Buy
29,372
+1,943
+7% +$84.3K 0.07% 229
2022
Q2
$1.13M Buy
27,429
+7,942
+41% +$326K 0.06% 251
2022
Q1
$1.01M Buy
19,487
+8,885
+84% +$459K 0.05% 279
2021
Q4
$549K Buy
+10,602
New +$549K 0.03% 373
2021
Q2
Sell
-5,147
Closed -$228K 620
2021
Q1
$228K Buy
+5,147
New +$228K 0.01% 528
2019
Q3
Sell
-7,161
Closed -$263K 451
2019
Q2
$263K Buy
+7,161
New +$263K 0.04% 323