Spire Wealth Management’s Brighthouse Financial BHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40	Closed	-$2.59K	–	2267
2025 Q4	$2.59K	Sell	40 -50	-56%	-$2.94K	﹤0.01%	2045
2025 Q3	$4.78K	Buy	90 +50	+125%	+$2.44K	﹤0.01%	1970
2025 Q2	$2.15K	Sell	40 -17	-30%	-$956	﹤0.01%	2156
2025 Q1	$3.31K	Sell	57 -1,028	-95%	-$57.4K	﹤0.01%	2168
2024 Q4	$52.1K	Sell	1,085 -76	-7%	-$3.71K	﹤0.01%	1266
2024 Q3	$52.3K	Buy	1,161 +25	+2%	+$1.12K	﹤0.01%	1119
2024 Q2	$49.2K	Sell	1,136 -31	-3%	-$1.43K	﹤0.01%	1125
2024 Q1	$60.1K	Sell	1,167 -1,000	-46%	-$49.7K	﹤0.01%	1158
2023 Q4	$111K	Sell	2,167 -103	-5%	-$5.12K	﹤0.01%	968
2023 Q3	$111K	Sell	2,270 -61	-3%	-$3.03K	﹤0.01%	919
2023 Q2	$110K	Sell	2,331 -27	-1%	-$1.16K	﹤0.01%	940
2023 Q1	$104K	Buy	2,358 +1,366	+138%	+$71.8K	﹤0.01%	957
2022 Q4	$51K	Buy	992 +20	+2%	+$1.05K	﹤0.01%	983
2022 Q3	$42K	Sell	972 -1,594	-62%	-$72.6K	﹤0.01%	1007
2022 Q2	$105K	Sell	2,566 -1,472	-36%	-$71K	﹤0.01%	1016
2022 Q1	$209K	Sell	4,038 -119	-3%	-$6.35K	0.01%	874
2021 Q4	$215K	Buy	4,157 +995	+31%	+$50.9K	﹤0.01%	1059
2021 Q3	$143K	Hold	3,162	–	–	﹤0.01%	1055
2021 Q2	$144K	Sell	3,162 -178	-5%	-$8.36K	﹤0.01%	1063
2021 Q1	$148K	Buy	+3,340	New	+$137K	﹤0.01%	1197