LPL Financial’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
Q2 | $3.55M | Buy |
64,261
+8,907
| +16% | +$492K | ﹤0.01% | 2578 |
|
|
2025
Q1 | $2.68M | Buy |
55,354
+3,173
| +6% | +$154K | ﹤0.01% | 2677 |
|
|
2024
Q4 | $2.83M | Buy |
52,181
+5,934
| +13% | +$322K | ﹤0.01% | 2531 |
|
|
2024
Q3 | $2.19M | Buy |
46,247
+8,435
| +22% | +$399K | ﹤0.01% | 2617 |
|
|
2024
Q2 | $1.44M | Buy |
37,812
+4,457
| +13% | +$170K | ﹤0.01% | 2883 |
|
|
2024
Q1 | $1.4M | Sell |
33,355
-2,339
| -7% | -$98.3K | ﹤0.01% | 2857 |
|
|
2023
Q4 | $1.43M | Sell |
35,694
-1,809
| -5% | -$72.7K | ﹤0.01% | 2697 |
|
|
2023
Q3 | $1.25M | Sell |
37,503
-3,725
| -9% | -$124K | ﹤0.01% | 2698 |
|
|
2023
Q2 | $1.35M | Sell |
41,228
-2,064
| -5% | -$67.3K | ﹤0.01% | 2598 |
|
|
2023
Q1 | $1.42M | Buy |
43,292
+12,105
| +39% | +$396K | ﹤0.01% | 2462 |
|
|
2022
Q4 | $894K | Buy |
+31,187
| New | +$894K | ﹤0.01% | 2721 |
|