Stifel Financial’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
238,664
-2,662
| -1% | -$147K | 0.01% | 772 |
|
|
2025
Q1 | $11.7M | Buy |
241,326
+4,602
| +2% | +$223K | 0.01% | 780 |
|
|
2024
Q4 | $12.8M | Buy |
236,724
+7,342
| +3% | +$398K | 0.01% | 760 |
|
|
2024
Q3 | $10.8M | Sell |
229,382
-2,822
| -1% | -$133K | 0.01% | 822 |
|
|
2024
Q2 | $8.84M | Sell |
232,204
-26,789
| -10% | -$1.02M | 0.01% | 857 |
|
|
2024
Q1 | $10.9M | Buy |
258,993
+7,546
| +3% | +$317K | 0.01% | 780 |
|
|
2023
Q4 | $10.1M | Buy |
251,447
+83,378
| +50% | +$3.35M | 0.01% | 766 |
|
|
2023
Q3 | $5.6M | Sell |
168,069
-3,326
| -2% | -$111K | 0.01% | 975 |
|
|
2023
Q2 | $5.59M | Sell |
171,395
-3,623
| -2% | -$118K | 0.01% | 975 |
|
|
2023
Q1 | $5.73M | Sell |
175,018
-79,257
| -31% | -$2.59M | 0.01% | 939 |
|
|
2022
Q4 | $7.29M | Buy |
+254,275
| New | +$7.29M | 0.01% | 800 |
|