Kestra Advisory Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $802K | Buy |
|
|||||
|
2024
Q4 | $637K | Sell |
|
|||||
|
2024
Q3 | $1.18M | Buy |
|
|||||
|
2024
Q2 | $874K | Buy |
|
|||||
|
2024
Q1 | $837K | Buy |
|
|||||
|
2023
Q4 | $739K | Sell |
|
|||||
|
2023
Q3 | $861K | Sell |
|
|||||
|
2023
Q2 | $929K | Sell |
|
|||||
|
2023
Q1 | $944K | Sell |
|
|||||
|
2022
Q4 | $976K | Sell |
|
|||||
|
2022
Q3 | $1.26M | Buy |
|
|||||
|
2022
Q2 | $1.27M | Buy |
|
|||||
|
2022
Q1 | $1.55M | Buy |
|
|||||
|
2021
Q4 | $1.59M | Sell |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|
|||||
|
2021
Q2 | $1.2M | Sell |
|
|||||
|
2021
Q1 | $1.15M | Buy |
|
|||||
|
2020
Q4 | $1M | Buy |
|
|||||
|
2020
Q3 | $723K | Buy |
|