Lido Advisors’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,800
| Closed | -$229K | – | 1452 |
|
|
2025
Q1 | $229K | Sell |
6,800
-33
| -0.5% | -$1.11K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $259K | Buy |
6,833
+33
| +0.5% | +$1.25K | ﹤0.01% | 1174 |
|
|
2024
Q3 | $327K | Hold |
6,800
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q2 | $302K | Sell |
6,800
-85
| -1% | -$3.77K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $366K | Hold |
6,885
| – | – | ﹤0.01% | 904 |
|
|
2023
Q4 | $412K | Hold |
6,885
| – | – | ﹤0.01% | 833 |
|
|
2023
Q3 | $400K | Buy |
6,885
+38
| +0.6% | +$2.21K | ﹤0.01% | 730 |
|
|
2023
Q2 | $466K | Buy |
6,847
+47
| +0.7% | +$3.2K | ﹤0.01% | 690 |
|
|
2023
Q1 | $443K | Buy |
6,800
+2,750
| +68% | +$179K | ﹤0.01% | 654 |
|
|
2022
Q4 | $266K | Hold |
4,050
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $273K | Sell |
4,050
-27
| -0.7% | -$1.82K | ﹤0.01% | 696 |
|
|
2022
Q2 | $275K | Buy |
4,077
+27
| +0.7% | +$1.82K | ﹤0.01% | 681 |
|
|
2022
Q1 | $254K | Hold |
4,050
| – | – | ﹤0.01% | 771 |
|
|
2021
Q4 | $274K | Buy |
+4,050
| New | +$274K | ﹤0.01% | 739 |
|
|
2021
Q2 | – | Sell |
-4,050
| Closed | -$258K | – | 795 |
|
|
2021
Q1 | $258K | Buy |
+4,050
| New | +$258K | ﹤0.01% | 627 |
|
|
2017
Q3 | – | Sell |
-11,838
| Closed | -$467K | – | 283 |
|
|
2017
Q2 | $467K | Hold |
11,838
| – | – | 0.1% | 122 |
|
|
2017
Q1 | $473K | Hold |
11,838
| – | – | 0.13% | 108 |
|
|
2016
Q4 | $438K | Hold |
11,838
| – | – | 0.11% | 101 |
|
|
2016
Q3 | $471K | Hold |
11,838
| – | – | 0.14% | 71 |
|
|
2016
Q2 | $512K | Hold |
11,838
| – | – | 0.16% | 61 |
|
|
2016
Q1 | $505K | Buy |
+11,838
| New | +$505K | 0.17% | 58 |
|