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 |
|