Institute for Wealth Management’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 | $321K | Hold |
5,978
| – | – | 0.04% | 415 |
|
|
2025
Q1 | $347K | Hold |
5,978
| – | – | 0.04% | 381 |
|
|
2024
Q4 | $287K | Buy |
+5,978
| New | +$287K | 0.04% | 407 |
|
|
2022
Q3 | – | Sell |
-5,826
| Closed | -$239K | – | 463 |
|
|
2022
Q2 | $239K | Hold |
5,826
| – | – | 0.05% | 448 |
|
|
2022
Q1 | $301K | Buy |
+5,826
| New | +$301K | 0.05% | 423 |
|