Lindbrook Capital’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $117K | Buy |
2,413
+239
| +11% | +$11.6K | 0.01% | 617 |
|
|
2024
Q4 | $118K | Buy |
2,174
+370
| +21% | +$20.1K | 0.01% | 514 |
|
|
2024
Q3 | $85.3K | Buy |
1,804
+14
| +0.8% | +$662 | 0.01% | 605 |
|
|
2024
Q2 | $68.1K | Buy |
1,790
+23
| +1% | +$875 | 0.01% | 672 |
|
|
2024
Q1 | $74.2K | Hold |
1,767
| – | – | 0.01% | 639 |
|
|
2023
Q4 | $71K | Hold |
1,767
| – | – | 0.01% | 633 |
|
|
2023
Q3 | $58.9K | Hold |
1,767
| – | – | 0.01% | 626 |
|
|
2023
Q2 | $57.7K | Hold |
1,767
| – | – | 0.01% | 662 |
|
|
2023
Q1 | $57.8K | Buy |
+1,767
| New | +$57.8K | 0.01% | 642 |
|