Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Brighthouse Financial BHF Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14
Closed -$685 – 78
2023
Q3 		$685 Buy
+14
New +$696 ﹤0.01% 531

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Legacy Financial Group (Iowa)'s BHF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 14 shares — an estimated $685 sold.

Legacy Financial Group (Iowa) first reported a position in BHF in Q3 2023 and held it in 1 quarter. The position peaked at $685 in Q3 2023. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 14 Brighthouse Financial shares in Q4 2023, an estimated $685.
  • Legacy Financial Group (Iowa) first reported a position in Brighthouse Financial in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Brighthouse Financial position peaked at $685 in Q3 2023.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.