JNBA Financial Advisors’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Hold |
147
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $4.99K | Sell |
147
-450
| -75% | -$15.3K | ﹤0.01% | 542 |
|
|
2024
Q4 | $22.7K | Hold |
597
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $29.4K | Hold |
597
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $25.8K | Hold |
597
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $30.8K | Hold |
597
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $34.1K | Hold |
597
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $34.5K | Sell |
597
-50
| -8% | -$2.89K | ﹤0.01% | 321 |
|
|
2023
Q2 | $43.2K | Hold |
647
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $41.6K | Hold |
647
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $42.5K | Hold |
647
| – | – | 0.01% | 295 |
|
|
2022
Q3 | $43K | Hold |
647
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $45K | Hold |
647
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $43K | Hold |
647
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $47K | Sell |
647
-79
| -11% | -$5.74K | 0.01% | 311 |
|
|
2021
Q3 | $49K | Buy |
726
+79
| +12% | +$5.33K | 0.01% | 293 |
|
|
2021
Q2 | $49K | Hold |
647
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $45K | Sell |
647
-250
| -28% | -$17.4K | 0.01% | 287 |
|
|
2020
Q4 | $71K | Hold |
897
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $68K | Sell |
897
-269
| -23% | -$20.4K | 0.01% | 218 |
|
|
2020
Q2 | $74K | Hold |
1,166
| – | – | 0.02% | 206 |
|
|
2020
Q1 | $65K | Hold |
1,166
| – | – | 0.02% | 197 |
|
|
2019
Q4 | $79K | Hold |
1,166
| – | – | 0.02% | 201 |
|
|
2019
Q3 | $73K | Sell |
1,166
-125
| -10% | -$7.83K | 0.01% | 198 |
|
|
2019
Q2 | $72K | Buy |
1,291
+125
| +11% | +$6.97K | 0.01% | 203 |
|
|
2019
Q1 | $62K | Buy |
1,166
+3
| +0.3% | +$160 | 0.01% | 204 |
|
|
2018
Q4 | $55K | Buy |
+1,163
| New | +$55K | 0.01% | 195 |
|
|
2018
Q3 | – | Sell |
-1,156
| Closed | -$57K | – | 500 |
|
|
2018
Q2 | $57K | Buy |
1,156
+21
| +2% | +$1.04K | 0.01% | 214 |
|
|
2018
Q1 | $62K | Sell |
1,135
-517
| -31% | -$28.2K | 0.01% | 205 |
|
|
2017
Q4 | $73K | Buy |
1,652
+5
| +0.3% | +$221 | 0.02% | 192 |
|
|
2017
Q3 | $57K | Hold |
1,647
| – | – | 0.01% | 200 |
|
|
2017
Q2 | $51K | Hold |
1,647
| – | – | 0.01% | 203 |
|
|
2017
Q1 | $49K | Hold |
1,647
| – | – | 0.01% | 206 |
|
|
2016
Q4 | $47K | Buy |
1,647
+1,605
| +3,821% | +$45.8K | 0.01% | 210 |
|
|
2016
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1492 |
|