Lido Advisors’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
11,803
-2,670
| -18% | -$72.6K | ﹤0.01% | 1175 |
|
|
2025
Q1 | $494K | Buy |
14,473
+3,518
| +32% | +$120K | ﹤0.01% | 954 |
|
|
2024
Q4 | $419K | Sell |
10,955
-4,058
| -27% | -$155K | ﹤0.01% | 978 |
|
|
2024
Q3 | $739K | Buy |
15,013
+1,940
| +15% | +$95.4K | ﹤0.01% | 749 |
|
|
2024
Q2 | $567K | Buy |
13,073
+4,808
| +58% | +$209K | ﹤0.01% | 801 |
|
|
2024
Q1 | $428K | Buy |
8,265
+73
| +0.9% | +$3.78K | ﹤0.01% | 861 |
|
|
2023
Q4 | $470K | Buy |
8,192
+13
| +0.2% | +$745 | ﹤0.01% | 795 |
|
|
2023
Q3 | $472K | Buy |
8,179
+23
| +0.3% | +$1.33K | ﹤0.01% | 686 |
|
|
2023
Q2 | $545K | Sell |
8,156
-18,310
| -69% | -$1.22M | ﹤0.01% | 636 |
|
|
2023
Q1 | $1.7M | Buy |
26,466
+21,406
| +423% | +$1.38M | 0.02% | 352 |
|
|
2022
Q4 | $332K | Sell |
5,060
-165
| -3% | -$10.8K | ﹤0.01% | 681 |
|
|
2022
Q3 | $347K | Buy |
5,225
+149
| +3% | +$9.9K | ﹤0.01% | 603 |
|
|
2022
Q2 | $356K | Buy |
5,076
+116
| +2% | +$8.14K | ﹤0.01% | 571 |
|
|
2022
Q1 | $332K | Sell |
4,960
-9
| -0.2% | -$602 | ﹤0.01% | 686 |
|
|
2021
Q4 | $362K | Buy |
4,969
+8
| +0.2% | +$583 | ﹤0.01% | 641 |
|
|
2021
Q3 | $332K | Buy |
4,961
+4
| +0.1% | +$268 | ﹤0.01% | 626 |
|
|
2021
Q2 | $372K | Buy |
4,957
+4
| +0.1% | +$300 | 0.01% | 543 |
|
|
2021
Q1 | $342K | Buy |
+4,953
| New | +$342K | 0.01% | 536 |
|
|
2017
Q3 | – | Sell |
-6,748
| Closed | -$210K | – | 282 |
|
|
2017
Q2 | $210K | Sell |
6,748
-127
| -2% | -$3.95K | 0.04% | 233 |
|
|
2017
Q1 | $217K | Sell |
6,875
-1,306
| -16% | -$41.2K | 0.06% | 204 |
|
|
2016
Q4 | $235K | Sell |
8,181
-469
| -5% | -$13.5K | 0.06% | 173 |
|
|
2016
Q3 | $263K | Hold |
8,650
| – | – | 0.08% | 116 |
|
|
2016
Q2 | $276K | Buy |
8,650
+469
| +6% | +$15K | 0.09% | 120 |
|
|
2016
Q1 | $258K | Buy |
+8,181
| New | +$258K | 0.09% | 111 |
|