KIM
Kestrel Investment Management’s Brighthouse Financial BHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
94,500
-4,300
| -4% | -$231K | 3.04% | 15 |
|
|
2025
Q1 | $5.73M | Hold |
98,800
| – | – | 3.5% | 9 |
|
|
2024
Q4 | $4.75M | Hold |
98,800
| – | – | 2.62% | 18 |
|
|
2024
Q3 | $4.36M | Buy |
98,800
+6,900
| +8% | +$304K | 2.51% | 20 |
|
|
2024
Q2 | $3.98M | Hold |
91,900
| – | – | 2.64% | 18 |
|
|
2024
Q1 | $4.74M | Sell |
91,900
-700
| -0.8% | -$36.1K | 3.16% | 14 |
|
|
2023
Q4 | $4.9M | Sell |
92,600
-20,900
| -18% | -$1.11M | 3.32% | 11 |
|
|
2023
Q3 | $5.56M | Sell |
113,500
-8,500
| -7% | -$416K | 3.51% | 10 |
|
|
2023
Q2 | $5.78M | Sell |
122,000
-6,500
| -5% | -$308K | 3.19% | 13 |
|
|
2023
Q1 | $5.67M | Hold |
128,500
| – | – | 3.19% | 15 |
|
|
2022
Q4 | $6.59M | Sell |
128,500
-8,600
| -6% | -$441K | 3.82% | 6 |
|
|
2022
Q3 | $5.95M | Sell |
137,100
-3,900
| -3% | -$169K | 3.77% | 5 |
|
|
2022
Q2 | $5.78M | Sell |
141,000
-8,000
| -5% | -$328K | 3.32% | 11 |
|
|
2022
Q1 | $7.7M | Sell |
149,000
-3,300
| -2% | -$170K | 3.64% | 8 |
|
|
2021
Q4 | $7.89M | Sell |
152,300
-2,000
| -1% | -$104K | 3.56% | 7 |
|
|
2021
Q3 | $6.98M | Sell |
154,300
-24,900
| -14% | -$1.13M | 3.32% | 9 |
|
|
2021
Q2 | $8.16M | Sell |
179,200
-100
| -0.1% | -$4.55K | 3.2% | 10 |
|
|
2021
Q1 | $7.93M | Buy |
+179,300
| New | +$7.93M | 3.32% | 8 |
|