Stamos Capital Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
92,358
+34,712
| +60% | +$2.15M | 1.02% | 27 |
|
|
2025
Q1 | $3.02M | Buy |
57,646
+22,376
| +63% | +$1.17M | 0.79% | 32 |
|
|
2024
Q4 | $2.03M | Buy |
35,270
+12,180
| +53% | +$700K | 0.48% | 61 |
|
|
2024
Q3 | $1.23M | Sell |
23,090
-31,400
| -58% | -$1.67M | 0.29% | 86 |
|
|
2024
Q2 | $2.26M | Buy |
54,490
+7,890
| +17% | +$328K | 0.48% | 61 |
|
|
2024
Q1 | $1.95M | Buy |
46,600
+8,340
| +22% | +$349K | 0.44% | 57 |
|
|
2023
Q4 | $1.53M | Sell |
38,260
-24,340
| -39% | -$977K | 0.42% | 58 |
|
|
2023
Q3 | $1.96M | Buy |
+62,600
| New | +$1.96M | 0.44% | 68 |
|