JFS Wealth Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Sell |
30
-7
| -19% | -$400 | ﹤0.01% | 1430 |
|
|
2025
Q1 | $1.85K | Hold |
37
| – | – | ﹤0.01% | 1494 |
|
|
2024
Q4 | $2.26K | Buy |
37
+3
| +9% | +$183 | ﹤0.01% | 1424 |
|
|
2024
Q3 | $1.62K | Buy |
34
+8
| +31% | +$381 | ﹤0.01% | 1568 |
|
|
2024
Q2 | $1.16K | Hold |
26
| – | – | ﹤0.01% | 1636 |
|
|
2024
Q1 | $969 | Hold |
26
| – | – | ﹤0.01% | 1666 |
|
|
2023
Q4 | $857 | Sell |
26
-2
| -7% | -$66 | ﹤0.01% | 1684 |
|
|
2023
Q3 | $958 | Sell |
28
-1
| -3% | -$34 | ﹤0.01% | 1605 |
|
|
2023
Q2 | $911 | Buy |
29
+22
| +314% | +$691 | ﹤0.01% | 1639 |
|
|
2023
Q1 | $213 | Sell |
7
-31
| -82% | -$943 | ﹤0.01% | 1818 |
|
|
2022
Q4 | $1.43K | Hold |
38
| – | – | ﹤0.01% | 1497 |
|
|
2022
Q3 | $1K | Buy |
38
+31
| +443% | +$816 | ﹤0.01% | 1483 |
|
|
2022
Q2 | $0 | Sell |
7
-20
| -74% | – | ﹤0.01% | 1742 |
|
|
2022
Q1 | $2K | Buy |
27
+13
| +93% | +$963 | ﹤0.01% | 1375 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1262 |
|