LPL Financial’s BlackRock CA Municipal Income Trust BFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
230,540
+2,138
| +0.9% | +$23.1K | ﹤0.01% | 2905 |
|
|
2025
Q1 | $2.51M | Buy |
228,402
+16,406
| +8% | +$180K | ﹤0.01% | 2730 |
|
|
2024
Q4 | $2.37M | Sell |
211,996
-19,474
| -8% | -$218K | ﹤0.01% | 2690 |
|
|
2024
Q3 | $2.8M | Buy |
231,470
+62,528
| +37% | +$756K | ﹤0.01% | 2406 |
|
|
2024
Q2 | $2.02M | Buy |
168,942
+17,324
| +11% | +$207K | ﹤0.01% | 2568 |
|
|
2024
Q1 | $1.79M | Buy |
151,618
+93,492
| +161% | +$1.11M | ﹤0.01% | 2602 |
|
|
2023
Q4 | $699K | Buy |
58,126
+14,698
| +34% | +$177K | ﹤0.01% | 3337 |
|
|
2023
Q3 | $447K | Buy |
43,428
+1,086
| +3% | +$11.2K | ﹤0.01% | 3548 |
|
|
2023
Q2 | $502K | Buy |
42,342
+8,211
| +24% | +$97.4K | ﹤0.01% | 3417 |
|
|
2023
Q1 | $399K | Buy |
34,131
+25
| +0.1% | +$292 | ﹤0.01% | 3497 |
|
|
2022
Q4 | $369K | Buy |
34,106
+7,303
| +27% | +$79.1K | ﹤0.01% | 3490 |
|
|
2022
Q3 | $276K | Buy |
26,803
+10,217
| +62% | +$105K | ﹤0.01% | 3639 |
|
|
2022
Q2 | $188K | Buy |
16,586
+359
| +2% | +$4.07K | ﹤0.01% | 3947 |
|
|
2022
Q1 | $199K | Buy |
16,227
+2,241
| +16% | +$27.5K | ﹤0.01% | 3812 |
|
|
2021
Q4 | $204K | Buy |
13,986
+199
| +1% | +$2.9K | ﹤0.01% | 3956 |
|
|
2021
Q3 | $203K | Buy |
13,787
+3,616
| +36% | +$53.2K | ﹤0.01% | 3946 |
|
|
2021
Q2 | $152K | Buy |
10,171
+2
| +0% | +$30 | ﹤0.01% | 3951 |
|
|
2021
Q1 | $146K | Sell |
10,169
-3,325
| -25% | -$47.7K | ﹤0.01% | 3832 |
|
|
2020
Q4 | $192K | Sell |
13,494
-100
| -0.7% | -$1.42K | ﹤0.01% | 3525 |
|
|
2020
Q3 | $179K | Buy |
+13,594
| New | +$179K | ﹤0.01% | 3218 |
|
|
2018
Q3 | – | Sell |
-13,987
| Closed | -$182K | – | 3221 |
|
|
2018
Q2 | $182K | Buy |
13,987
+535
| +4% | +$6.96K | ﹤0.01% | 2985 |
|
|
2018
Q1 | $175K | Buy |
+13,452
| New | +$175K | ﹤0.01% | 2969 |
|
|
2017
Q4 | – | Sell |
-10,873
| Closed | -$158K | – | 3005 |
|
|
2017
Q3 | $158K | Sell |
10,873
-94
| -0.9% | -$1.37K | ﹤0.01% | 2700 |
|
|
2017
Q2 | $158K | Sell |
10,967
-151,012
| -93% | -$2.18M | ﹤0.01% | 2639 |
|
|
2017
Q1 | $2.32M | Sell |
161,979
-1,315
| -0.8% | -$18.8K | 0.02% | 756 |
|
|
2016
Q4 | $2.38M | Buy |
163,294
+6,066
| +4% | +$88.3K | 0.02% | 716 |
|
|
2016
Q3 | $2.59M | Buy |
157,228
+1,655
| +1% | +$27.2K | 0.02% | 644 |
|
|
2016
Q2 | $2.64M | Sell |
155,573
-150,518
| -49% | -$2.55M | 0.02% | 619 |
|
|
2016
Q1 | $4.97M | Buy |
306,091
+8,896
| +3% | +$144K | 0.01% | 720 |
|
|
2015
Q4 | $4.74M | Buy |
297,195
+167,998
| +130% | +$2.68M | 0.01% | 741 |
|
|
2015
Q3 | $1.97M | Sell |
129,197
-5,634
| -4% | -$85.8K | 0.01% | 842 |
|
|
2015
Q2 | $1.98M | Buy |
134,831
+2,148
| +2% | +$31.5K | 0.01% | 914 |
|
|
2015
Q1 | $2.06M | Buy |
132,683
+16,882
| +15% | +$262K | 0.01% | 897 |
|
|
2014
Q4 | $1.74M | Buy |
115,801
+2,758
| +2% | +$41.3K | 0.01% | 972 |
|
|
2014
Q3 | $1.65M | Sell |
113,043
-598
| -0.5% | -$8.73K | 0.01% | 968 |
|
|
2014
Q2 | $1.69M | Sell |
113,641
-4,050
| -3% | -$60.1K | 0.01% | 991 |
|
|
2014
Q1 | $1.72M | Buy |
117,691
+13,689
| +13% | +$200K | 0.01% | 919 |
|
|
2013
Q4 | $1.42M | Sell |
104,002
-1,709
| -2% | -$23.4K | 0.01% | 1025 |
|
|
2013
Q3 | $1.44M | Sell |
105,711
-14,904
| -12% | -$203K | 0.01% | 979 |
|
|
2013
Q2 | $1.79M | Buy |
+120,615
| New | +$1.79M | 0.01% | 774 |
|