Legacy Financial Advisors’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 | $600K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $299K | Buy |
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|
2023
Q3 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $594K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1M | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $882K | Buy |
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|
2018
Q3 | $978K | Sell |
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|
2018
Q2 | $926K | Sell |
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|
2018
Q1 | $872K | Buy |
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|
2017
Q4 | $743K | Buy |
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