Ladenburg Thalmann Financial Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $8K | Buy |
682
+262
| +62% | +$3.07K | ﹤0.01% | 4609 |
|
|
2019
Q3 | $5K | Buy |
420
+238
| +131% | +$2.83K | ﹤0.01% | 4726 |
|
|
2019
Q2 | $2K | Buy |
+182
| New | +$2K | ﹤0.01% | 5042 |
|
|
2018
Q3 | – | Sell |
-261
| Closed | -$4K | – | 5401 |
|
|
2018
Q2 | $4K | Hold |
261
| – | – | ﹤0.01% | 4710 |
|
|
2018
Q1 | $4K | Hold |
261
| – | – | ﹤0.01% | 4710 |
|
|
2017
Q4 | $4K | Buy |
261
+40
| +18% | +$613 | ﹤0.01% | 4628 |
|
|
2017
Q3 | $4K | Sell |
221
-887
| -80% | -$16.1K | ﹤0.01% | 4518 |
|
|
2017
Q2 | $17K | Buy |
1,108
+710
| +178% | +$10.9K | ﹤0.01% | 3718 |
|
|
2017
Q1 | $7K | Sell |
398
-180
| -31% | -$3.17K | ﹤0.01% | 4192 |
|
|
2016
Q4 | $10K | Sell |
578
-217
| -27% | -$3.75K | ﹤0.01% | 3920 |
|
|
2016
Q3 | $11K | Sell |
795
-1,349
| -63% | -$18.7K | ﹤0.01% | 3779 |
|
|
2016
Q2 | $25K | Sell |
2,144
-207
| -9% | -$2.41K | ﹤0.01% | 3204 |
|
|
2016
Q1 | $27K | Buy |
2,351
+258
| +12% | +$2.96K | ﹤0.01% | 3048 |
|
|
2015
Q4 | $23K | Buy |
2,093
+1,166
| +126% | +$12.8K | ﹤0.01% | 3132 |
|
|
2015
Q3 | $11K | Buy |
927
+549
| +145% | +$6.52K | ﹤0.01% | 3488 |
|
|
2015
Q2 | $5K | Hold |
378
| – | – | ﹤0.01% | 4076 |
|
|
2015
Q1 | $5K | Hold |
378
| – | – | ﹤0.01% | 4007 |
|
|
2014
Q4 | $5K | Hold |
378
| – | – | ﹤0.01% | 3767 |
|
|
2014
Q3 | $5K | Sell |
378
-649
| -63% | -$8.59K | ﹤0.01% | 3426 |
|
|
2014
Q2 | $14K | Buy |
1,027
+4
| +0.4% | +$55 | ﹤0.01% | 2910 |
|
|
2014
Q1 | $14K | Buy |
1,023
+4
| +0.4% | +$55 | ﹤0.01% | 2777 |
|
|
2013
Q4 | $13K | Sell |
1,019
-4
| -0.4% | -$51 | ﹤0.01% | 2792 |
|
|
2013
Q3 | $11K | Buy |
1,023
+4
| +0.4% | +$43 | ﹤0.01% | 2818 |
|
|
2013
Q2 | $11K | Buy |
+1,019
| New | +$11K | ﹤0.01% | 2692 |
|