Richardson Financial Services’s Brookfield Asset Management BAM Stock Holding History

Richardson Financial Services’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$63.5K	Sell
2025 Q2	$65.4K	Sell
2025 Q1	$58.1K	Buy
2024 Q4	$60K	Buy
2024 Q3	$36.5K	Hold
2024 Q2	$36.5K	Buy
2024 Q1	$8.61K	Buy