Steward Partners Investment Advisory’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $104K | Hold |
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|
2024
Q3 | $81.4K | Hold |
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|
2024
Q2 | $76.2K | Hold |
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|
2024
Q1 | $63.7K | Buy |
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|
2023
Q4 | $23.5K | Buy |
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|
2023
Q3 | $24.3K | Hold |
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|
2023
Q2 | $22.3K | Hold |
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|
2023
Q1 | $21.6K | Sell |
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|
2022
Q4 | $38.1K | Buy |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $47K | Sell |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $79.7K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $103K | Buy |
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|
2019
Q3 | $93K | Buy |
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|
2019
Q2 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q4 | $5K | Sell |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Buy |
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