LPL Financial’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 | $298K | Sell |
10,858
-1,960
| -15% | -$53.8K | ﹤0.01% | 4671 |
|
|
2025
Q1 | $429K | Buy |
12,818
+75
| +0.6% | +$2.51K | ﹤0.01% | 4230 |
|
|
2024
Q4 | $480K | Buy |
12,743
+316
| +3% | +$11.9K | ﹤0.01% | 4066 |
|
|
2024
Q3 | $597K | Sell |
12,427
-9,308
| -43% | -$448K | ﹤0.01% | 3786 |
|
|
2024
Q2 | $959K | Sell |
21,735
-2,140
| -9% | -$94.4K | ﹤0.01% | 3258 |
|
|
2024
Q1 | $1.26M | Sell |
23,875
-226
| -0.9% | -$12K | ﹤0.01% | 2946 |
|
|
2023
Q4 | $1.44M | Sell |
24,101
-45
| -0.2% | -$2.68K | ﹤0.01% | 2694 |
|
|
2023
Q3 | $1.4M | Sell |
24,146
-325
| -1% | -$18.9K | ﹤0.01% | 2595 |
|
|
2023
Q2 | $1.67M | Sell |
24,471
-145
| -0.6% | -$9.87K | ﹤0.01% | 2400 |
|
|
2023
Q1 | $1.6M | Buy |
24,616
+3
| +0% | +$196 | ﹤0.01% | 2325 |
|
|
2022
Q4 | $1.62M | Buy |
24,613
+1,759
| +8% | +$116K | ﹤0.01% | 2245 |
|
|
2022
Q3 | $1.54M | Sell |
22,854
-411
| -2% | -$27.8K | ﹤0.01% | 2179 |
|
|
2022
Q2 | $1.57M | Buy |
23,265
+407
| +2% | +$27.5K | ﹤0.01% | 2210 |
|
|
2022
Q1 | $1.43M | Buy |
22,858
+10
| +0% | +$627 | ﹤0.01% | 2315 |
|
|
2021
Q4 | $1.55M | Buy |
22,848
+413
| +2% | +$28K | ﹤0.01% | 2281 |
|
|
2021
Q3 | $1.41M | Buy |
22,435
+390
| +2% | +$24.4K | ﹤0.01% | 2319 |
|
|
2021
Q2 | $1.55M | Sell |
22,045
-4
| -0% | -$282 | ﹤0.01% | 2178 |
|
|
2021
Q1 | $1.4M | Buy |
22,049
+1
| +0% | +$64 | ﹤0.01% | 2106 |
|
|
2020
Q4 | $1.62M | Sell |
22,048
-149
| -0.7% | -$10.9K | ﹤0.01% | 1814 |
|
|
2020
Q3 | $1.52M | Sell |
22,197
-2,049
| -8% | -$141K | ﹤0.01% | 1613 |
|
|
2020
Q2 | $1.4M | Buy |
24,246
+2
| +0% | +$115 | ﹤0.01% | 1579 |
|
|
2020
Q1 | $1.25M | Sell |
24,244
-12,867
| -35% | -$661K | ﹤0.01% | 1468 |
|
|
2019
Q4 | $2.33M | Buy |
37,111
+484
| +1% | +$30.4K | ﹤0.01% | 1255 |
|
|
2019
Q3 | $2.19M | Buy |
36,627
+6,195
| +20% | +$370K | ﹤0.01% | 1201 |
|
|
2019
Q2 | $1.67M | Buy |
30,432
+215
| +0.7% | +$11.8K | ﹤0.01% | 1351 |
|
|
2019
Q1 | $1.55M | Buy |
30,217
+1,657
| +6% | +$84.8K | ﹤0.01% | 1340 |
|
|
2018
Q4 | $1.35M | Buy |
28,560
+776
| +3% | +$36.8K | ﹤0.01% | 1303 |
|
|
2018
Q3 | $1.41M | Buy |
27,784
+403
| +1% | +$20.5K | ﹤0.01% | 1410 |
|
|
2018
Q2 | $1.34M | Buy |
27,381
+2,119
| +8% | +$104K | ﹤0.01% | 1414 |
|
|
2018
Q1 | $1.35M | Sell |
25,262
-5,313
| -17% | -$283K | ﹤0.01% | 1370 |
|
|
2017
Q4 | $1.65M | Sell |
30,575
-3,311
| -10% | -$178K | 0.01% | 1186 |
|
|
2017
Q3 | $1.51M | Buy |
33,886
+1
| +0% | +$45 | 0.01% | 1146 |
|
|
2017
Q2 | $1.34M | Hold |
33,885
| – | – | 0.01% | 1188 |
|
|
2017
Q1 | $1.28M | Buy |
33,885
+2
| +0% | +$75 | 0.01% | 1099 |
|
|
2016
Q4 | $1.26M | Sell |
33,883
-4,786
| -12% | -$178K | 0.01% | 1065 |
|
|
2016
Q3 | $1.52M | Buy |
38,669
+126
| +0.3% | +$4.96K | 0.01% | 916 |
|
|
2016
Q2 | $1.61M | Sell |
38,543
-38,085
| -50% | -$1.59M | 0.01% | 877 |
|
|
2016
Q1 | $3.24M | Buy |
76,628
+3
| +0% | +$127 | 0.01% | 937 |
|
|
2015
Q4 | $3.26M | Buy |
76,625
+38,312
| +100% | +$1.63M | 0.01% | 909 |
|
|
2015
Q3 | $1.76M | Sell |
38,313
-747
| -2% | -$34.3K | 0.01% | 897 |
|
|
2015
Q2 | $1.7M | Buy |
39,060
+750
| +2% | +$32.5K | 0.01% | 1006 |
|
|
2015
Q1 | $1.37M | Buy |
+38,310
| New | +$1.37M | 0.01% | 1133 |
|