SFSG
Sound Financial Strategies Group’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,177
| Closed | -$206K | – | 94 |
|
|
2024
Q3 | $206K | Buy |
+4,177
| New | +$206K | 0.17% | 85 |
|
|
2024
Q2 | – | Sell |
-4,860
| Closed | -$251K | – | 92 |
|
|
2024
Q1 | $251K | Sell |
4,860
-154
| -3% | -$7.95K | 0.21% | 58 |
|
|
2023
Q4 | $286K | Sell |
5,014
-456
| -8% | -$26K | 0.24% | 58 |
|
|
2023
Q3 | $316K | Sell |
5,470
-149
| -3% | -$8.6K | 0.26% | 60 |
|
|
2023
Q2 | $375K | Buy |
+5,619
| New | +$375K | 0.27% | 56 |
|
|
2021
Q1 | – | Sell |
-8,075
| Closed | -$641K | – | 86 |
|
|
2020
Q4 | $641K | Buy |
+8,075
| New | +$641K | 0.35% | 33 |
|