Legacy Financial Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
9,699
+239
| +3% | +$14.8K | 0.09% | 177 |
|
|
2025
Q1 | $496K | Buy |
9,460
+154
| +2% | +$8.07K | 0.08% | 195 |
|
|
2024
Q4 | $535K | Buy |
9,306
+390
| +4% | +$22.4K | 0.09% | 185 |
|
|
2024
Q3 | $474K | Sell |
8,916
-1,284
| -13% | -$68.2K | 0.08% | 205 |
|
|
2024
Q2 | $424K | Buy |
10,200
+1,911
| +23% | +$79.4K | 0.08% | 198 |
|
|
2024
Q1 | $347K | Buy |
8,289
+841
| +11% | +$35.2K | 0.06% | 226 |
|
|
2023
Q4 | $299K | Buy |
7,448
+241
| +3% | +$9.67K | 0.06% | 231 |
|
|
2023
Q3 | $225K | Buy |
+7,207
| New | +$225K | 0.05% | 238 |
|
|
2020
Q2 | – | Sell |
-32,842
| Closed | -$594K | – | 47 |
|
|
2020
Q1 | $594K | Sell |
32,842
-5,490
| -14% | -$99.3K | 0.22% | 36 |
|
|
2019
Q4 | $1.19M | Sell |
38,332
-120
| -0.3% | -$3.71K | 0.38% | 24 |
|
|
2019
Q3 | $1.09M | Sell |
38,452
-635
| -2% | -$18.1K | 0.36% | 26 |
|
|
2019
Q2 | $1M | Sell |
39,087
-1,270
| -3% | -$32.5K | 0.35% | 27 |
|
|
2019
Q1 | $1.01M | Sell |
40,357
-2,637
| -6% | -$65.9K | 0.34% | 26 |
|
|
2018
Q4 | $882K | Buy |
42,994
+1,934
| +5% | +$39.7K | 0.34% | 28 |
|
|
2018
Q3 | $978K | Sell |
41,060
-448
| -1% | -$10.7K | 0.35% | 28 |
|
|
2018
Q2 | $926K | Sell |
41,508
-243
| -0.6% | -$5.42K | 0.35% | 25 |
|
|
2018
Q1 | $872K | Buy |
41,751
+9,847
| +31% | +$206K | 0.35% | 25 |
|
|
2017
Q4 | $743K | Buy |
+31,904
| New | +$743K | 0.31% | 28 |
|