Steward Partners Investment Advisory’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17K | Hold |
19
| – | – | ﹤0.01% | 3831 |
|
|
2025
Q1 | $991 | Sell |
19
-1
| -5% | -$52 | ﹤0.01% | 3774 |
|
|
2024
Q4 | $1.16K | Hold |
20
| – | – | ﹤0.01% | 3736 |
|
|
2024
Q3 | $1.07K | Hold |
20
| – | – | ﹤0.01% | 3524 |
|
|
2024
Q2 | $840 | Sell |
20
-1,660
| -99% | -$69.7K | ﹤0.01% | 3414 |
|
|
2024
Q1 | $70.2K | Hold |
1,680
| – | – | ﹤0.01% | 1944 |
|
|
2023
Q4 | $67.8K | Sell |
1,680
-150
| -8% | -$6.06K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $57.6K | Sell |
1,830
-600
| -25% | -$18.9K | ﹤0.01% | 1845 |
|
|
2023
Q2 | $82.3K | Hold |
2,430
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q1 | $80.1K | Sell |
2,430
-2
| -0.1% | -$66 | ﹤0.01% | 1672 |
|
|
2022
Q4 | $76.1K | Sell |
2,432
-3,683
| -60% | -$115K | ﹤0.01% | 1664 |
|
|
2022
Q3 | $250K | Buy |
6,115
+3,835
| +168% | +$157K | ﹤0.01% | 1111 |
|
|
2022
Q2 | $102K | Buy |
2,280
+2,250
| +7,500% | +$101K | ﹤0.01% | 1483 |
|
|
2022
Q1 | $2K | Sell |
30
-3,865
| -99% | -$258K | ﹤0.01% | 3127 |
|
|
2021
Q4 | $245K | Sell |
3,895
-3
| -0.1% | -$189 | ﹤0.01% | 1228 |
|
|
2021
Q3 | $216K | Sell |
3,898
-4,446
| -53% | -$246K | ﹤0.01% | 1242 |
|
|
2021
Q2 | $434K | Buy |
+8,344
| New | +$434K | 0.01% | 994 |
|