Live Oak Private Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $14.8M | Sell |
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|
2025
Q3 | $14.8M | Sell |
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|
2025
Q2 | $13.4M | Sell |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $9.38M | Sell |
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|
2024
Q1 | $9.49M | Sell |
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|
2023
Q4 | $9.11M | Buy |
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|
2023
Q3 | $6.97M | Buy |
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|
2023
Q2 | $7.37M | Buy |
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|
2023
Q1 | $6.89M | Buy |
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|
2022
Q4 | $6.4M | Sell |
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|
2022
Q3 | $8.16M | Buy |
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|
2022
Q2 | $5.76M | Buy |
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|
2022
Q1 | $5.26M | Buy |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $4.05M | Buy |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $3.09M | Buy |
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|
2020
Q4 | $2.61M | Buy |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $2.21M | Buy |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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