Sierra Summit Advisors’s Bread Financial BFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
12,868
+1,077
+9% +$61.5K 0.13% 113
2025
Q1
$590K Buy
+11,791
New +$590K 0.13% 127
2024
Q1
Sell
-6,668
Closed -$220K 156
2023
Q4
$220K Buy
+6,668
New +$220K 0.06% 179