Steward Partners Investment Advisory’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Sell |
83
-10
| -11% | -$1.24K | ﹤0.01% | 3202 |
|
|
2025
Q1 | $11.8K | Buy |
93
+1
| +1% | +$127 | ﹤0.01% | 3016 |
|
|
2024
Q4 | $10.2K | Hold |
92
| – | – | ﹤0.01% | 3088 |
|
|
2024
Q3 | $12.9K | Buy |
92
+39
| +74% | +$5.47K | ﹤0.01% | 2851 |
|
|
2024
Q2 | $5.83K | Hold |
53
| – | – | ﹤0.01% | 2995 |
|
|
2024
Q1 | $6.01K | Sell |
53
-48
| -48% | -$5.44K | ﹤0.01% | 2986 |
|
|
2023
Q4 | $9.52K | Buy |
101
+27
| +36% | +$2.54K | ﹤0.01% | 2733 |
|
|
2023
Q3 | $6.03K | Sell |
74
-75
| -50% | -$6.11K | ﹤0.01% | 2768 |
|
|
2023
Q2 | $13.8K | Sell |
149
-30
| -17% | -$2.77K | ﹤0.01% | 2461 |
|
|
2023
Q1 | $13.8K | Hold |
179
| – | – | ﹤0.01% | 2418 |
|
|
2022
Q4 | $11.3K | Sell |
179
-23
| -11% | -$1.45K | ﹤0.01% | 2495 |
|
|
2022
Q3 | $12K | Sell |
202
-14
| -6% | -$832 | ﹤0.01% | 2439 |
|
|
2022
Q2 | $18K | Sell |
216
-91
| -30% | -$7.58K | ﹤0.01% | 2267 |
|
|
2022
Q1 | $41K | Buy |
307
+70
| +30% | +$9.35K | ﹤0.01% | 2010 |
|
|
2021
Q4 | $30K | Buy |
237
+21
| +10% | +$2.66K | ﹤0.01% | 2131 |
|
|
2021
Q3 | $30K | Hold |
216
| – | – | ﹤0.01% | 2124 |
|
|
2021
Q2 | $32K | Hold |
216
| – | – | ﹤0.01% | 4063 |
|
|
2021
Q1 | $37K | Sell |
216
-30
| -12% | -$5.14K | ﹤0.01% | 2144 |
|
|
2020
Q4 | $43K | Buy |
246
+42
| +21% | +$7.34K | ﹤0.01% | 1727 |
|
|
2020
Q3 | $31K | Hold |
204
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q2 | $24K | Buy |
204
+1
| +0.5% | +$118 | ﹤0.01% | 1706 |
|
|
2020
Q1 | $20K | Buy |
203
+3
| +2% | +$296 | ﹤0.01% | 1607 |
|
|
2019
Q4 | $30K | Hold |
200
| – | – | ﹤0.01% | 1613 |
|
|
2019
Q3 | $30K | Buy |
200
+53
| +36% | +$7.95K | ﹤0.01% | 1575 |
|
|
2019
Q2 | $22K | Buy |
+147
| New | +$22K | ﹤0.01% | 1667 |
|
|
2018
Q4 | – | Sell |
-163
| Closed | -$19K | – | 900 |
|
|
2018
Q3 | $19K | Sell |
163
-2
| -1% | -$233 | ﹤0.01% | 1570 |
|
|
2018
Q2 | $17K | Buy |
165
+39
| +31% | +$4.02K | ﹤0.01% | 1521 |
|
|
2018
Q1 | $12K | Buy |
126
+50
| +66% | +$4.76K | ﹤0.01% | 1512 |
|
|
2017
Q4 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 1425 |
|