Summit 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	$501K	Buy	9,053 +2	+0%	+$111	0.01%	572
2025 Q1	$439K	Buy	9,051 +2,305	+34%	+$112K	0.01%	542
2024 Q4	$366K	Buy	+6,746	New	+$366K	0.01%	497